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 | $151,072 | $59,805+152.6% | $79,550+89.9% | $68,494+120.6% |
| Participation rate | 58.6% | 61.1%-2.4pp | 69.5%-10.9pp | 67.9%-9.3pp |
| Annual return | -12.76% | -12.30%-0.5pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,913 | $3,024+62.4% | $3,985+23.3% | $4,027+22.0% |
| Admin fee / account holder | $1,069 | $4,835-77.9% | $6,832-84.4% | $5,403-80.2% |