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 | $164,334 | $64,707+154.0% | $112,228+46.4% | $68,494+139.9% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | 1.97% | -11.40%+13.4pp | 27.45%-25.5pp | -7.84%+9.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,657 | $3,565+227.0% | $4,728+146.6% | $4,027+189.5% |
| Admin fee / account holder | $25,257 | $5,232+382.7% | $6,410+294.0% | $5,403+367.5% |