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 | $173,512 | $73,004+137.7% | $90,749+91.2% | $68,494+153.3% |
| Participation rate | 63.1% | 70.8%-7.7pp | 75.7%-12.6pp | 67.9%-4.8pp |
| Annual return | -12.94% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,845 | $2,193+29.8% | $2,921-2.6% | $2,596+9.6% |
| Participant deferral / active EE | $9,581 | $3,627+164.2% | $4,564+109.9% | $4,027+137.9% |
| Admin fee / account holder | $6,623 | $5,896+12.3% | $8,445-21.6% | $5,403+22.6% |