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 | $122,849 | $42,894+186.4% | $60,874+101.8% | $68,494+79.4% |
| Participation rate | 49.3% | 66.8%-17.5pp | 73.1%-23.8pp | 67.9%-18.6pp |
| Annual return | -14.95% | -13.98%-1.0pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,048 | $1,978+54.1% | $2,701+12.8% | $2,596+17.4% |
| Participant deferral / active EE | $3,417 | $2,867+19.2% | $3,817-10.5% | $4,027-15.2% |
| Admin fee / account holder | $13,040 | $3,101+320.6% | $3,224+304.4% | $5,403+141.4% |