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 | $113,977 | $45,863+148.5% | $77,024+48.0% | $68,494+66.4% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | -13.20% | 1.72%-14.9pp | 42.32%-55.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $896 | $1,650-45.7% | $2,812-68.1% | $2,596-65.5% |
| Participant deferral / active EE | $2,193 | $2,962-26.0% | $4,426-50.5% | $4,027-45.6% |
| Admin fee / account holder | $1,017 | $3,041-66.6% | $5,425-81.3% | $5,403-81.2% |