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 | $137,143 | $50,958+169.1% | $74,550+84.0% | $64,186+113.7% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -5.03% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,221 | $2,301-47.0% | $3,108-60.7% | $3,470-64.8% |
| Admin fee / account holder | $27,028 | $4,223+540.1% | $5,060+434.2% | $4,888+452.9% |