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 | $182,075 | $167,307+8.8% | $143,757+26.7% | $134,475+35.4% |
| Participation rate | 54.2% | 84.8%-30.6pp | 80.3%-26.1pp | 81.2%-27.1pp |
| Annual return | -16.40% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,084 | $5,619-62.9% | $4,951-57.9% | $4,740-56.0% |
| Participant deferral / active EE | $4,114 | $6,446-36.2% | $5,637-27.0% | $6,400-35.7% |
| Admin fee / account holder | $11,917 | $18,088-34.1% | $14,673-18.8% | $11,426+4.3% |