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 | $165,308 | $105,860+56.2% | $90,749+82.2% | $134,475+22.9% |
| Participation rate | 52.4% | 78.2%-25.9pp | 75.7%-23.3pp | 81.2%-28.8pp |
| Annual return | -10.07% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,585 | $5,216-69.6% | $4,564-65.3% | $6,400-75.2% |
| Admin fee / account holder | $5,973 | $13,938-57.1% | $8,445-29.3% | $11,426-47.7% |