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 | $144,974 | $64,707+124.0% | $112,228+29.2% | $68,494+111.7% |
| Participation rate | 36.0% | 67.2%-31.2pp | 75.1%-39.1pp | 67.9%-31.9pp |
| Annual return | -16.88% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,564 | $2,746-43.0% | $3,635-57.0% | $2,596-39.7% |
| Participant deferral / active EE | $4,023 | $3,565+12.8% | $4,728-14.9% | $4,027-0.1% |
| Admin fee / account holder | $2,783 | $5,232-46.8% | $6,410-56.6% | $5,403-48.5% |