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 | $95,592 | $57,354+66.7% | $83,848+14.0% | $64,186+48.9% |
| Participation rate | 32.7% | 68.6%-36.0pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | -3.05% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,763 | $2,993-41.1% | $4,082-56.8% | $3,470-49.2% |
| Admin fee / account holder | $942 | $4,046-76.7% | $5,478-82.8% | $4,888-80.7% |