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 | $217,328 | $73,004+197.7% | $90,749+139.5% | $68,494+217.3% |
| Participation rate | 55.2% | 70.8%-15.7pp | 75.7%-20.5pp | 67.9%-12.7pp |
| Annual return | -14.09% | -13.81%-0.3pp | -12.16%-1.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $914 | $2,193-58.3% | $2,921-68.7% | $2,596-64.8% |
| Participant deferral / active EE | $5,026 | $3,627+38.6% | $4,564+10.1% | $4,027+24.8% |
| Admin fee / account holder | $29,614 | $5,896+402.3% | $8,445+250.7% | $5,403+448.1% |