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 | $97,358 | $61,660+57.9% | $80,019+21.7% | $64,186+51.7% |
| Participation rate | 29.5% | 71.7%-42.2pp | 75.8%-46.4pp | 69.6%-40.1pp |
| Annual return | -6.26% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $744 | $1,810-58.9% | $2,468-69.9% | $2,381-68.8% |
| Participant deferral / active EE | $1,773 | $2,968-40.3% | $3,686-51.9% | $3,470-48.9% |
| Admin fee / account holder | $858 | $5,417-84.2% | $6,521-86.8% | $4,888-82.5% |