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 | $81,941 | $49,451+65.7% | $79,550+3.0% | $66,914+22.5% |
| Participation rate | 46.4% | 61.3%-15.0pp | 69.5%-23.1pp | 69.8%-23.4pp |
| Annual return | -14.69% | 84.25%-98.9pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $389 | $1,266-69.2% | $2,413-83.9% | $2,544-84.7% |
| Participant deferral / active EE | $2,541 | $3,159-19.5% | $3,985-36.2% | $4,237-40.0% |
| Admin fee / account holder | $6,166 | $595+937.1% | $6,832-9.8% | $593+939.4% |