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 | $105,336 | $110,094-4.3% | $151,611-30.5% | $68,494+53.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -17.34% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,218 | $6,527+56.5% | $8,363+22.2% | $4,027+153.7% |
| Admin fee / account holder | $5,913 | $7,719-23.4% | $11,616-49.1% | $5,403+9.4% |