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 | $134,281 | $95,971+39.9% | $74,550+80.1% | $135,375-0.8% |
| Participation rate | 23.8% | 75.7%-51.8pp | 69.1%-45.3pp | 82.6%-58.8pp |
| Annual return | -4.11% | 56.96%-61.1pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,658 | $3,843-30.8% | $3,108-14.5% | $5,609-52.6% |
| Admin fee / account holder | $1,661 | $6,522-74.5% | $5,060-67.2% | $10,827-84.7% |