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 | $109,856 | $82,664+32.9% | $125,339-12.4% | $68,494+60.4% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,709 | $6,110-6.6% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $13,237 | $6,275+110.9% | $10,010+32.2% | $5,403+145.0% |