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 | $110,399 | $73,004+51.2% | $90,749+21.7% | $68,494+61.2% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -17.49% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,460 | $3,627-4.6% | $4,564-24.2% | $4,027-14.1% |
| Admin fee / account holder | $50,531 | $5,896+757.1% | $8,445+498.4% | $5,403+835.3% |