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 | $148,869 | $45,863+224.6% | $77,024+93.3% | $68,494+117.3% |
| Participation rate | 36.4% | 55.9%-19.6pp | 67.9%-31.5pp | 67.9%-31.5pp |
| Annual return | -15.60% | 1.72%-17.3pp | 42.32%-57.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,685 | $1,650+2.1% | $2,812-40.1% | $2,596-35.1% |
| Participant deferral / active EE | $3,478 | $2,962+17.4% | $4,426-21.4% | $4,027-13.6% |
| Admin fee / account holder | $1,969 | $3,041-35.2% | $5,425-63.7% | $5,403-63.6% |