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 | $164,968 | $48,265+241.8% | $68,791+139.8% | $68,494+140.8% |
| Participation rate | 43.5% | 60.7%-17.2pp | 69.0%-25.5pp | 67.9%-24.4pp |
| Annual return | -13.48% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,613 | $1,829-11.8% | $2,655-39.2% | $2,596-37.9% |
| Participant deferral / active EE | $2,379 | $2,867-17.0% | $3,941-39.6% | $4,027-40.9% |
| Admin fee / account holder | $1,051 | $4,355-75.9% | $4,932-78.7% | $5,403-80.6% |