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 | $116,892 | $48,265+142.2% | $68,791+69.9% | $68,494+70.7% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 67.9%-6.8pp |
| Annual return | -15.00% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $406 | $1,829-77.8% | $2,655-84.7% | $2,596-84.3% |
| Participant deferral / active EE | $4,832 | $2,867+68.6% | $3,941+22.6% | $4,027+20.0% |
| Admin fee / account holder | $19,010 | $4,355+336.5% | $4,932+285.5% | $5,403+251.9% |