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 | $108,274 | $73,867+46.6% | $143,757-24.7% | $68,494+58.1% |
| Participation rate | 46.7% | 66.7%-20.0pp | 80.3%-33.6pp | 67.9%-21.2pp |
| Annual return | -13.60% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $760 | $3,184-76.1% | $4,951-84.6% | $2,596-70.7% |
| Participant deferral / active EE | $4,692 | $3,384+38.6% | $5,637-16.8% | $4,027+16.5% |
| Admin fee / account holder | $18,419 | $5,755+220.1% | $14,673+25.5% | $5,403+240.9% |