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 | $170,738 | $27,641+517.7% | $61,373+178.2% | $68,494+149.3% |
| Participation rate | 55.6% | 39.5%+16.1pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | -12.39% | -13.24%+0.8pp | 338.61%-351.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,458 | $695+109.6% | $1,159+25.7% | $2,596-43.8% |
| Participant deferral / active EE | $4,272 | $1,263+238.2% | $2,125+101.0% | $4,027+6.1% |
| Admin fee / account holder | $137,444 | $2,010+6738.1% | $2,130+6353.7% | $5,403+2444.0% |