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 | $136,022 | $59,805+127.4% | $79,550+71.0% | $68,494+98.6% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.5%-38.9pp | 67.9%-37.3pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,550 | $1,505+69.5% | $2,413+5.7% | $2,596-1.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,090 | $4,835-77.5% | $6,832-84.1% | $5,403-79.8% |