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 | $59,705 | $59,107+1.0% | $86,436-30.9% | $68,494-12.8% |
| Participation rate | 52.9% | 75.2%-22.3pp | 80.3%-27.4pp | 67.9%-14.9pp |
| Annual return | -14.90% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,531 | $2,519+40.2% | $3,769-6.3% | $2,596+36.0% |
| Participant deferral / active EE | $4,646 | $5,901-21.3% | $6,952-33.2% | $4,027+15.4% |
| Admin fee / account holder | $2,876 | $5,637-49.0% | $6,731-57.3% | $5,403-46.8% |