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 | $132,965 | $57,354+131.8% | $83,848+58.6% | $64,186+107.2% |
| Participation rate | 27.3% | 68.6%-41.3pp | 76.1%-48.9pp | 69.6%-42.3pp |
| Annual return | -6.74% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,113 | $2,545-56.3% | $3,631-69.4% | $2,381-53.3% |
| Participant deferral / active EE | $3,182 | $2,993+6.3% | $4,082-22.0% | $3,470-8.3% |
| Admin fee / account holder | $15,168 | $4,046+274.9% | $5,478+176.9% | $4,888+210.3% |