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 | $153,543 | $42,894+258.0% | $60,874+152.2% | $68,494+124.2% |
| Participation rate | 14.3% | 66.8%-52.5pp | 73.1%-58.8pp | 67.9%-53.6pp |
| Annual return | -10.75% | -13.98%+3.2pp | 16.90%-27.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,451 | $2,867-49.4% | $3,817-62.0% | $4,027-64.0% |
| Admin fee / account holder | $2,753 | $3,101-11.2% | $3,224-14.6% | $5,403-49.0% |