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 | $103,099 | $90,590+13.8% | $90,782+13.6% | $135,375-23.8% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.7%-20.2pp | 82.6%-20.1pp |
| Annual return | -7.19% | -3.40%-3.8pp | -3.42%-3.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,814 | $5,407+44.5% | $5,366+45.6% | $5,609+39.3% |
| Admin fee / account holder | $475 | $7,683-93.8% | $5,908-92.0% | $10,827-95.6% |