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 | $127,243 | $64,707+96.6% | $112,228+13.4% | $68,494+85.8% |
| Participation rate | 54.5% | 67.2%-12.6pp | 75.1%-20.5pp | 67.9%-13.3pp |
| Annual return | -16.18% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $732 | $2,746-73.3% | $3,635-79.9% | $2,596-71.8% |
| Participant deferral / active EE | $3,418 | $3,565-4.1% | $4,728-27.7% | $4,027-15.1% |
| Admin fee / account holder | $8,933 | $5,232+70.7% | $6,410+39.4% | $5,403+65.3% |