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 | $140,270 | $71,883+95.1% | $86,677+61.8% | $68,494+104.8% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -15.00% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $797 | $2,173-63.3% | $2,836-71.9% | $2,596-69.3% |
| Participant deferral / active EE | $4,494 | $3,779+18.9% | $4,656-3.5% | $4,027+11.6% |
| Admin fee / account holder | $15,877 | $6,112+159.8% | $7,493+111.9% | $5,403+193.9% |