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 | $127,781 | $73,867+73.0% | $143,757-11.1% | $68,494+86.6% |
| Participation rate | 32.1% | 66.7%-34.6pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $710 | $3,184-77.7% | $4,951-85.7% | $2,596-72.6% |
| Participant deferral / active EE | $1,584 | $3,384-53.2% | $5,637-71.9% | $4,027-60.7% |
| Admin fee / account holder | $1,890 | $5,755-67.2% | $14,673-87.1% | $5,403-65.0% |