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 | $190,808 | $167,307+14.0% | $143,757+32.7% | $134,475+41.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -12.51% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,800 | $5,619-68.0% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $3,150 | $6,446-51.1% | $5,637-44.1% | $6,400-50.8% |
| Admin fee / account holder | $2,867 | $18,088-84.1% | $14,673-80.5% | $11,426-74.9% |