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 | $125,793 | $73,004+72.3% | $90,749+38.6% | $68,494+83.7% |
| Participation rate | 42.9% | 70.8%-28.0pp | 75.7%-32.8pp | 67.9%-25.0pp |
| Annual return | -14.07% | -13.81%-0.3pp | -12.16%-1.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,588 | $2,193-27.6% | $2,921-45.6% | $2,596-38.8% |
| Participant deferral / active EE | $3,702 | $3,627+2.1% | $4,564-18.9% | $4,027-8.1% |
| Admin fee / account holder | $3,311 | $5,896-43.8% | $8,445-60.8% | $5,403-38.7% |