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 | $164,256 | $73,004+125.0% | $90,749+81.0% | $68,494+139.8% |
| Participation rate | 38.0% | 70.8%-32.8pp | 75.7%-37.7pp | 67.9%-29.9pp |
| Annual return | -16.28% | -13.81%-2.5pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,094 | $2,193-50.1% | $2,921-62.5% | $2,596-57.8% |
| Participant deferral / active EE | $2,834 | $3,627-21.9% | $4,564-37.9% | $4,027-29.6% |
| Admin fee / account holder | $4,899 | $5,896-16.9% | $8,445-42.0% | $5,403-9.3% |