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 | $126,129 | $71,883+75.5% | $86,677+45.5% | $68,494+84.1% |
| Participation rate | 21.4% | 72.2%-50.8pp | 76.6%-55.1pp | 67.9%-46.5pp |
| Annual return | -14.77% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,372 | $2,173-36.8% | $2,836-51.6% | $2,596-47.1% |
| Participant deferral / active EE | $2,967 | $3,779-21.5% | $4,656-36.3% | $4,027-26.3% |
| Admin fee / account holder | $692 | $6,112-88.7% | $7,493-90.8% | $5,403-87.2% |