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 | $141,387 | $71,883+96.7% | $86,677+63.1% | $68,494+106.4% |
| Participation rate | 54.4% | 72.2%-17.9pp | 76.6%-22.2pp | 67.9%-13.5pp |
| Annual return | -16.14% | 3.52%-19.7pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $940 | $2,173-56.7% | $2,836-66.9% | $2,596-63.8% |
| Participant deferral / active EE | $5,504 | $3,779+45.7% | $4,656+18.2% | $4,027+36.7% |
| Admin fee / account holder | $76,737 | $6,112+1155.6% | $7,493+924.1% | $5,403+1320.3% |