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 | $128,416 | $71,883+78.6% | $86,677+48.2% | $68,494+87.5% |
| Participation rate | 23.8% | 72.2%-48.4pp | 76.6%-52.8pp | 67.9%-44.1pp |
| Annual return | -15.90% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $925 | $2,173-57.4% | $2,836-67.4% | $2,596-64.4% |
| Participant deferral / active EE | $2,536 | $3,779-32.9% | $4,656-45.5% | $4,027-37.0% |
| Admin fee / account holder | $4,273 | $6,112-30.1% | $7,493-43.0% | $5,403-20.9% |