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 | $163,892 | $133,958+22.3% | $112,228+46.0% | $134,475+21.9% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -0.97% | 47.11%-48.1pp | 27.45%-28.4pp | 417.96%-418.9pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,742 | $5,291-48.2% | $4,728-42.0% | $6,400-57.2% |
| Admin fee / account holder | $2,328 | $7,489-68.9% | $6,410-63.7% | $11,426-79.6% |