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 | $154,237 | $76,000+102.9% | $154,107+0.1% | $64,186+140.3% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,519 | $3,175+136.8% | $5,081+48.0% | $3,470+116.7% |
| Admin fee / account holder | $4,801 | $5,596-14.2% | $13,411-64.2% | $4,888-1.8% |