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 | $199,208 | $107,791+84.8% | $90,645+119.8% | $135,375+47.2% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -4.80% | -0.90%-3.9pp | 1.88%-6.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $542 | $3,018-82.1% | $2,532-78.6% | $4,779-88.7% |
| Participant deferral / active EE | $2,340 | $3,872-39.6% | $3,425-31.7% | $5,609-58.3% |
| Admin fee / account holder | $1,753 | $5,930-70.4% | $4,994-64.9% | $10,827-83.8% |