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 | $150,663 | $71,883+109.6% | $86,677+73.8% | $68,494+120.0% |
| Participation rate | 63.4% | 72.2%-8.8pp | 76.6%-13.2pp | 67.9%-4.5pp |
| Annual return | -15.28% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,085 | $2,173-4.0% | $2,836-26.5% | $2,596-19.7% |
| Participant deferral / active EE | $4,234 | $3,779+12.0% | $4,656-9.1% | $4,027+5.1% |
| Admin fee / account holder | $810 | $6,112-86.7% | $7,493-89.2% | $5,403-85.0% |