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 | $153,299 | $71,883+113.3% | $86,677+76.9% | $68,494+123.8% |
| Participation rate | 36.0% | 72.2%-36.3pp | 76.6%-40.6pp | 67.9%-31.9pp |
| Annual return | -14.99% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,941 | $2,173-10.7% | $2,836-31.6% | $2,596-25.2% |
| Participant deferral / active EE | $3,189 | $3,779-15.6% | $4,656-31.5% | $4,027-20.8% |
| Admin fee / account holder | $5,557 | $6,112-9.1% | $7,493-25.8% | $5,403+2.9% |