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 | $124,732 | $81,900+52.3% | $119,609+4.3% | $68,494+82.1% |
| Participation rate | 48.0% | 71.9%-23.9pp | 79.3%-31.3pp | 67.9%-19.9pp |
| Annual return | -15.74% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $720 | $2,693-73.3% | $4,232-83.0% | $2,596-72.3% |
| Participant deferral / active EE | $1,976 | $4,148-52.4% | $5,602-64.7% | $4,027-50.9% |
| Admin fee / account holder | $53,093 | $6,582+706.7% | $10,323+414.3% | $5,403+882.7% |