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 | $225,526 | $59,805+277.1% | $79,550+183.5% | $68,494+229.3% |
| Participation rate | 23.0% | 61.1%-38.1pp | 69.5%-46.5pp | 67.9%-44.9pp |
| Annual return | -16.75% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $950 | $1,505-36.9% | $2,413-60.6% | $2,596-63.4% |
| Participant deferral / active EE | $2,875 | $3,024-4.9% | $3,985-27.9% | $4,027-28.6% |
| Admin fee / account holder | $1,501 | $4,835-69.0% | $6,832-78.0% | $5,403-72.2% |