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 | $127,659 | $59,805+113.5% | $79,550+60.5% | $68,494+86.4% |
| Participation rate | 20.3% | 61.1%-40.7pp | 69.5%-49.1pp | 67.9%-47.5pp |
| Annual return | -14.92% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,026 | $1,505-31.8% | $2,413-57.5% | $2,596-60.5% |
| Participant deferral / active EE | $2,182 | $3,024-27.8% | $3,985-45.2% | $4,027-45.8% |
| Admin fee / account holder | $1,271 | $4,835-73.7% | $6,832-81.4% | $5,403-76.5% |