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 | $192,527 | $59,805+221.9% | $79,550+142.0% | $68,494+181.1% |
| Participation rate | 47.3% | 61.1%-13.8pp | 69.5%-22.2pp | 67.9%-20.6pp |
| Annual return | 10.54% | -12.30%+22.8pp | 0.16%+10.4pp | -7.84%+18.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,612 | $3,024-46.7% | $3,985-59.6% | $4,027-60.0% |
| Admin fee / account holder | $808 | $4,835-83.3% | $6,832-88.2% | $5,403-85.0% |