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 | $130,718 | $73,867+77.0% | $143,757-9.1% | $68,494+90.8% |
| Participation rate | 17.6% | 66.7%-49.0pp | 80.3%-62.7pp | 67.9%-50.2pp |
| Annual return | -19.17% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $662 | $3,184-79.2% | $4,951-86.6% | $2,596-74.5% |
| Participant deferral / active EE | $2,443 | $3,384-27.8% | $5,637-56.7% | $4,027-39.3% |
| Admin fee / account holder | $22,463 | $5,755+290.3% | $14,673+53.1% | $5,403+315.8% |