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 | $109,927 | $42,894+156.3% | $60,874+80.6% | $68,494+60.5% |
| Participation rate | 42.1% | 66.8%-24.7pp | 73.1%-31.0pp | 67.9%-25.8pp |
| Annual return | -17.02% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $584 | $1,978-70.5% | $2,701-78.4% | $2,596-77.5% |
| Participant deferral / active EE | $1,930 | $2,867-32.7% | $3,817-49.4% | $4,027-52.1% |
| Admin fee / account holder | $3,910 | $3,101+26.1% | $3,224+21.3% | $5,403-27.6% |