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 | $167,442 | $71,883+132.9% | $86,677+93.2% | $68,494+144.5% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.3pp |
| Annual return | -17.52% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,476 | $2,173-32.1% | $2,836-48.0% | $2,596-43.1% |
| Participant deferral / active EE | $2,602 | $3,779-31.1% | $4,656-44.1% | $4,027-35.4% |
| Admin fee / account holder | $3,641 | $6,112-40.4% | $7,493-51.4% | $5,403-32.6% |