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 | $112,565 | $73,004+54.2% | $90,749+24.0% | $68,494+64.3% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -16.34% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $732 | $2,193-66.6% | $2,921-75.0% | $2,596-71.8% |
| Participant deferral / active EE | $4,023 | $3,627+10.9% | $4,564-11.8% | $4,027-0.1% |
| Admin fee / account holder | $1,941 | $5,896-67.1% | $8,445-77.0% | $5,403-64.1% |