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 | $165,972 | $71,883+130.9% | $86,677+91.5% | $68,494+142.3% |
| Participation rate | 47.5% | 72.2%-24.7pp | 76.6%-29.1pp | 67.9%-20.4pp |
| Annual return | -15.36% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,183 | $2,173-45.6% | $2,836-58.3% | $2,596-54.4% |
| Participant deferral / active EE | $2,767 | $3,779-26.8% | $4,656-40.6% | $4,027-31.3% |
| Admin fee / account holder | $15,331 | $6,112+150.9% | $7,493+104.6% | $5,403+183.8% |