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 | $119,651 | $64,707+84.9% | $112,228+6.6% | $68,494+74.7% |
| Participation rate | 24.2% | 67.2%-42.9pp | 75.1%-50.8pp | 67.9%-43.6pp |
| Annual return | -14.77% | -11.40%-3.4pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.8% | $2,596-62.0% |
| Participant deferral / active EE | $2,551 | $3,565-28.4% | $4,728-46.0% | $4,027-36.7% |
| Admin fee / account holder | $14,845 | $5,232+183.7% | $6,410+131.6% | $5,403+174.8% |