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 | $222,166 | $59,805+271.5% | $79,550+179.3% | $68,494+224.4% |
| Participation rate | 40.5% | 61.1%-20.5pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -12.15% | -12.30%+0.1pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,315 | $1,505-12.6% | $2,413-45.5% | $2,596-49.4% |
| Participant deferral / active EE | $3,458 | $3,024+14.3% | $3,985-13.2% | $4,027-14.1% |
| Admin fee / account holder | $60,243 | $4,835+1146.1% | $6,832+781.7% | $5,403+1015.0% |