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 | $160,935 | $81,900+96.5% | $119,609+34.6% | $68,494+135.0% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -16.87% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $727 | $2,693-73.0% | $4,232-82.8% | $2,596-72.0% |
| Participant deferral / active EE | $6,189 | $4,148+49.2% | $5,602+10.5% | $4,027+53.7% |
| Admin fee / account holder | $1,587 | $6,582-75.9% | $10,323-84.6% | $5,403-70.6% |