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 | $125,562 | $54,229+131.5% | $70,092+79.1% | $68,494+83.3% |
| Participation rate | 60.9% | 64.5%-3.5pp | 70.5%-9.5pp | 67.9%-7.0pp |
| Annual return | -15.54% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,041 | $2,956+70.5% | $3,849+31.0% | $4,027+25.2% |
| Admin fee / account holder | $3,483 | $4,694-25.8% | $6,267-44.4% | $5,403-35.5% |