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 | $173,009 | $71,883+140.7% | $86,677+99.6% | $68,494+152.6% |
| Participation rate | 35.4% | 72.2%-36.8pp | 76.6%-41.2pp | 67.9%-32.5pp |
| Annual return | -16.04% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $927 | $2,173-57.3% | $2,836-67.3% | $2,596-64.3% |
| Participant deferral / active EE | $1,857 | $3,779-50.9% | $4,656-60.1% | $4,027-53.9% |
| Admin fee / account holder | $3,887 | $6,112-36.4% | $7,493-48.1% | $5,403-28.1% |