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 | $141,077 | $167,484-15.8% | $151,611-6.9% | $134,475+4.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -13.43% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,929 | $6,829-57.1% | $6,166-52.5% | $4,740-38.2% |
| Participant deferral / active EE | $6,400 | $8,986-28.8% | $8,363-23.5% | $6,4000% |
| Admin fee / account holder | $382,146 | $13,783+2672.6% | $11,616+3189.9% | $11,426+3244.6% |