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 | $79,026 | $76,000+4.0% | $154,107-48.7% | $64,186+23.1% |
| Participation rate | 51.9% | 70.4%-18.6pp | 83.0%-31.2pp | 69.6%-17.7pp |
| Annual return | -6.20% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,340 | $3,175-26.3% | $5,081-53.9% | $3,470-32.6% |
| Admin fee / account holder | $388 | $5,596-93.1% | $13,411-97.1% | $4,888-92.1% |