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 | $219,874 | $62,586+251.3% | $76,768+186.4% | $64,186+242.6% |
| Participation rate | 68.8% | 72.8%-4.1pp | 77.0%-8.2pp | 69.6%-0.8pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,864 | $3,145+22.9% | $3,852+0.3% | $3,470+11.4% |
| Admin fee / account holder | $27,336 | $4,667+485.7% | $6,675+309.5% | $4,888+459.2% |