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 | $158,271 | $53,596+195.3% | $90,645+74.6% | $64,186+146.6% |
| Participation rate | 56.7% | 64.5%-7.8pp | 74.0%-17.4pp | 69.6%-12.9pp |
| Annual return | -7.40% | 4.41%-11.8pp | 1.88%-9.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,481 | $2,459+122.9% | $3,425+60.0% | $3,470+58.0% |
| Admin fee / account holder | $5,022 | $3,868+29.8% | $4,994+0.6% | $4,888+2.7% |