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 | $152,447 | $73,867+106.4% | $143,757+6.0% | $68,494+122.6% |
| Participation rate | 25.5% | 66.7%-41.2pp | 80.3%-54.8pp | 67.9%-42.4pp |
| Annual return | -14.67% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $520 | $3,184-83.7% | $4,951-89.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,285 | $3,384-62.0% | $5,637-77.2% | $4,027-68.1% |
| Admin fee / account holder | $8,910 | $5,755+54.8% | $14,673-39.3% | $5,403+64.9% |