See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,886 | $91,911+25.0% | $68,793+67.0% | $135,375-15.1% |
| Participation rate | 58.3% | 76.7%-18.4pp | 72.2%-13.9pp | 82.6%-24.3pp |
| Annual return | -4.98% | -8.22%+3.2pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,909 | $4,315-55.8% | $3,311-42.3% | $5,609-66.0% |
| Admin fee / account holder | $1,220 | $9,240-86.8% | $5,131-76.2% | $10,827-88.7% |