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 | $161,052 | $158,817+1.4% | $121,196+32.9% | $135,375+19.0% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.7%-51.7pp | 82.6%-62.6pp |
| Annual return | -6.38% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,150 | $4,005-71.3% | $3,344-65.6% | $5,609-79.5% |
| Admin fee / account holder | $1,654 | $6,512-74.6% | $5,019-67.1% | $10,827-84.7% |