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 | $168,194 | $32,117+423.7% | $71,086+136.6% | $64,186+162.0% |
| Participation rate | 47.8% | 42.7%+5.1pp | 54.7%-6.8pp | 69.6%-21.7pp |
| Annual return | -9.85% | -5.57%-4.3pp | 650.59%-660.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,059 | $712+48.7% | $1,088-2.7% | $2,381-55.5% |
| Participant deferral / active EE | $1,298 | $1,263+2.8% | $1,874-30.7% | $3,470-62.6% |
| Admin fee / account holder | $6,706 | $2,759+143.0% | $3,082+117.5% | $4,888+37.2% |