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 | $154,979 | $59,805+159.1% | $79,550+94.8% | $68,494+126.3% |
| Participation rate | 55.3% | 61.1%-5.7pp | 69.5%-14.2pp | 67.9%-12.6pp |
| Annual return | -17.15% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $742 | $1,505-50.7% | $2,413-69.2% | $2,596-71.4% |
| Participant deferral / active EE | $3,472 | $3,024+14.8% | $3,985-12.9% | $4,027-13.8% |
| Admin fee / account holder | $28,114 | $4,835+481.5% | $6,832+311.5% | $5,403+420.4% |