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 | $139,927 | $81,900+70.9% | $119,609+17.0% | $68,494+104.3% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -18.62% | -23.82%+5.2pp | -14.97%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $989 | $2,693-63.3% | $4,232-76.6% | $2,596-61.9% |
| Participant deferral / active EE | $2,567 | $4,148-38.1% | $5,602-54.2% | $4,027-36.3% |
| Admin fee / account holder | $4,657 | $6,582-29.2% | $10,323-54.9% | $5,403-13.8% |