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 5-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 | $166,033 | $91,538+81.4% | $129,995+27.7% | $75,163+120.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 15.48% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,746 | $4,341+9.3% | $5,820-18.5% | $4,125+15.0% |
| Admin fee / account holder | $9,870 | $6,790+45.3% | $10,614-7.0% | $5,651+74.7% |