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 | $193,551 | $82,664+134.1% | $125,339+54.4% | $68,494+182.6% |
| Participation rate | 51.3% | 75.0%-23.8pp | 82.4%-31.1pp | 67.9%-16.6pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,404 | $6,110+4.8% | $7,446-14.0% | $4,027+59.0% |
| Admin fee / account holder | $3,477 | $6,275-44.6% | $10,010-65.3% | $5,403-35.7% |