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 | $195,629 | $25,979+653.0% | $71,735+172.7% | $68,494+185.6% |
| Participation rate | 57.5% | 54.5%+3.0pp | 62.3%-4.8pp | 67.9%-10.4pp |
| Annual return | -14.94% | -15.10%+0.2pp | 9.14%-24.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,273 | $900+263.5% | $1,704+92.1% | $2,596+26.1% |
| Participant deferral / active EE | $6,266 | $1,522+311.7% | $2,658+135.8% | $4,027+55.6% |
| Admin fee / account holder | $6,492 | $2,022+221.1% | $3,974+63.4% | $5,403+20.2% |