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 | $206,828 | $72,607+184.9% | $90,749+127.9% | $66,914+209.1% |
| Participation rate | 46.6% | 73.7%-27.1pp | 75.7%-29.1pp | 69.8%-23.2pp |
| Annual return | -17.47% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,987 | $2,369-16.1% | $2,921-32.0% | $2,544-21.9% |
| Participant deferral / active EE | $4,808 | $3,977+20.9% | $4,564+5.3% | $4,237+13.5% |
| Admin fee / account holder | $18,865 | $707+2567.2% | $8,445+123.4% | $593+3079.8% |