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 | $85,090 | $91,538-7.0% | $129,995-34.5% | $75,163+13.2% |
| Participation rate | 51.1% | 71.4%-20.4pp | 78.5%-27.4pp | 67.2%-16.1pp |
| Annual return | 14.97% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,559 | $4,341-41.1% | $5,820-56.0% | $4,125-38.0% |
| Admin fee / account holder | $5,102 | $6,790-24.9% | $10,614-51.9% | $5,651-9.7% |