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 | $199,402 | $91,911+117.0% | $68,793+189.9% | $135,375+47.3% |
| Participation rate | 46.7% | 76.7%-30.1pp | 72.2%-25.6pp | 82.6%-36.0pp |
| Annual return | -8.67% | -8.22%-0.5pp | -4.63%-4.0pp | 519.73%-528.4pp |
| Employer contribution / active EE | $306 | $3,924-92.2% | $2,625-88.4% | $4,779-93.6% |
| Participant deferral / active EE | $3,279 | $4,315-24.0% | $3,311-1.0% | $5,609-41.5% |
| Admin fee / account holder | $20,443 | $9,240+121.2% | $5,131+298.5% | $10,827+88.8% |