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 | $148,498 | $77,813+90.8% | $123,544+20.2% | $64,186+131.4% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.3%-13.5pp | 69.6%-0.8pp |
| Annual return | -2.96% | 12.48%-15.4pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,473 | $5,240+23.5% | $6,426+0.7% | $3,470+86.6% |
| Admin fee / account holder | $12,891 | $5,519+133.6% | $9,284+38.9% | $4,888+163.7% |