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 | $177,695 | $53,162+234.3% | $91,220+94.8% | $68,494+159.4% |
| Participation rate | 59.4% | 63.2%-3.8pp | 73.2%-13.8pp | 67.9%-8.5pp |
| Annual return | -15.98% | -3.14%-12.8pp | 114.01%-130.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,741 | $2,974+25.8% | $4,234-11.6% | $4,027-7.1% |
| Admin fee / account holder | $2,635 | $4,493-41.4% | $5,420-51.4% | $5,403-51.2% |