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 | $106,815 | $81,900+30.4% | $119,609-10.7% | $68,494+55.9% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -14.48% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $774 | $2,693-71.3% | $4,232-81.7% | $2,596-70.2% |
| Participant deferral / active EE | $1,871 | $4,148-54.9% | $5,602-66.6% | $4,027-53.5% |
| Admin fee / account holder | $5,180 | $6,582-21.3% | $10,323-49.8% | $5,403-4.1% |