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 | $130,492 | $45,863+184.5% | $77,024+69.4% | $68,494+90.5% |
| Participation rate | 19.0% | 55.9%-36.9pp | 67.9%-48.9pp | 67.9%-48.9pp |
| Annual return | -10.86% | 1.72%-12.6pp | 42.32%-53.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $503 | $1,650-69.5% | $2,812-82.1% | $2,596-80.6% |
| Participant deferral / active EE | $1,891 | $2,962-36.2% | $4,426-57.3% | $4,027-53.1% |
| Admin fee / account holder | $1,246 | $3,041-59.0% | $5,425-77.0% | $5,403-76.9% |