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 | $134,412 | $97,044+38.5% | $83,333+61.3% | $135,375-0.7% |
| Participation rate | 53.3% | 80.4%-27.1pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -6.02% | 12.31%-18.3pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,388 | $4,143-42.4% | $3,379-29.3% | $4,779-50.0% |
| Participant deferral / active EE | $4,473 | $5,964-25.0% | $5,565-19.6% | $5,609-20.2% |
| Admin fee / account holder | $27,465 | $8,380+227.8% | $7,510+265.7% | $10,827+153.7% |