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 | $151,996 | $81,900+85.6% | $119,609+27.1% | $68,494+121.9% |
| Participation rate | 29.6% | 71.9%-42.3pp | 79.3%-49.6pp | 67.9%-38.3pp |
| Annual return | -15.38% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,254 | $2,693-53.5% | $4,232-70.4% | $2,596-51.7% |
| Participant deferral / active EE | $2,673 | $4,148-35.6% | $5,602-52.3% | $4,027-33.6% |
| Admin fee / account holder | $305 | $6,582-95.4% | $10,323-97.1% | $5,403-94.4% |