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 | $181,409 | $211,958-14.4% | $169,463+7.0% | $135,375+34.0% |
| Participation rate | 38.9% | 82.6%-43.7pp | 77.8%-38.9pp | 82.6%-43.8pp |
| Annual return | -1.02% | 3.26%-4.3pp | 1.83%-2.8pp | 519.73%-520.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,585 | $6,075-41.0% | $5,277-32.1% | $5,609-36.1% |
| Admin fee / account holder | $10,435 | $11,471-9.0% | $9,109+14.5% | $10,827-3.6% |