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 | $133,459 | $73,867+80.7% | $143,757-7.2% | $68,494+94.8% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,846 | $3,384-45.4% | $5,637-67.2% | $4,027-54.2% |
| Admin fee / account holder | $9,213 | $5,755+60.1% | $14,673-37.2% | $5,403+70.5% |