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 | $176,453 | $175,600+0.5% | $129,110+36.7% | $134,475+31.2% |
| Participation rate | 46.7% | 81.6%-34.9pp | 77.3%-30.6pp | 81.2%-34.6pp |
| Annual return | -19.07% | -11.39%-7.7pp | -10.94%-8.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,485 | $7,975-68.8% | $6,542-62.0% | $6,400-61.2% |
| Admin fee / account holder | $1,381 | $23,567-94.1% | $14,302-90.3% | $11,426-87.9% |