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 | $112,316 | $87,540+28.3% | $75,781+48.2% | $125,391-10.4% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | -1.05% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,443 | $4,229-65.9% | $3,651-60.5% | $5,352-73.0% |
| Admin fee / account holder | $64,198 | $6,502+887.4% | $5,299+1111.5% | $9,540+572.9% |