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 | $114,620 | $73,004+57.0% | $90,749+26.3% | $68,494+67.3% |
| Participation rate | 51.4% | 70.8%-19.5pp | 75.7%-24.3pp | 67.9%-16.5pp |
| Annual return | -18.08% | -13.81%-4.3pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $994 | $2,193-54.7% | $2,921-66.0% | $2,596-61.7% |
| Participant deferral / active EE | $4,959 | $3,627+36.7% | $4,564+8.7% | $4,027+23.1% |
| Admin fee / account holder | $32,716 | $5,896+454.9% | $8,445+287.4% | $5,403+505.5% |