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 | $223,305 | $95,193+134.6% | $76,523+191.8% | $135,375+65.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -1.20% | 4.85%-6.0pp | -0.27%-0.9pp | 519.73%-520.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,733 | $4,639-62.6% | $3,835-54.8% | $5,609-69.1% |
| Admin fee / account holder | $409 | $6,249-93.5% | $4,848-91.6% | $10,827-96.2% |