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 | $210,503 | $81,900+157.0% | $119,609+76.0% | $68,494+207.3% |
| Participation rate | 54.2% | 71.9%-17.7pp | 79.3%-25.0pp | 67.9%-13.7pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $874 | $2,693-67.5% | $4,232-79.3% | $2,596-66.3% |
| Participant deferral / active EE | $3,611 | $4,148-12.9% | $5,602-35.5% | $4,027-10.3% |
| Admin fee / account holder | $4,830 | $6,582-26.6% | $10,323-53.2% | $5,403-10.6% |