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 | $166,760 | $49,177+239.1% | $79,464+109.9% | $64,186+159.8% |
| Participation rate | 52.6% | 65.0%-12.5pp | 73.3%-20.8pp | 69.6%-17.0pp |
| Annual return | -6.39% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $647 | $2,076-68.8% | $2,800-76.9% | $2,381-72.8% |
| Participant deferral / active EE | $2,919 | $2,821+3.5% | $3,704-21.2% | $3,470-15.9% |
| Admin fee / account holder | $3,631 | $3,839-5.4% | $5,113-29.0% | $4,888-25.7% |