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 | $190,455 | $57,354+232.1% | $83,848+127.1% | $64,186+196.7% |
| Participation rate | 67.3% | 68.6%-1.3pp | 76.1%-8.8pp | 69.6%-2.3pp |
| Annual return | -7.09% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,219 | $2,993+141.2% | $4,082+76.9% | $3,470+108.1% |
| Admin fee / account holder | $3,183 | $4,046-21.3% | $5,478-41.9% | $4,888-34.9% |