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 | $115,734 | $64,707+78.9% | $112,228+3.1% | $68,494+69.0% |
| Participation rate | 44.8% | 67.2%-22.4pp | 75.1%-30.3pp | 67.9%-23.1pp |
| Annual return | -16.73% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,538 | $3,565-28.8% | $4,728-46.3% | $4,027-37.0% |
| Admin fee / account holder | $25,523 | $5,232+387.8% | $6,410+298.2% | $5,403+372.4% |