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 | $209,293 | $82,664+153.2% | $125,339+67.0% | $68,494+205.6% |
| Participation rate | 59.3% | 75.0%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,127 | $6,110+33.0% | $7,446+9.1% | $4,027+101.8% |
| Admin fee / account holder | $9,404 | $6,275+49.9% | $10,010-6.0% | $5,403+74.1% |