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 | $114,109 | $73,004+56.3% | $90,749+25.7% | $68,494+66.6% |
| Participation rate | 52.8% | 70.8%-18.1pp | 75.7%-22.9pp | 67.9%-15.1pp |
| Annual return | -14.53% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $923 | $2,193-57.9% | $2,921-68.4% | $2,596-64.5% |
| Participant deferral / active EE | $3,910 | $3,627+7.8% | $4,564-14.3% | $4,027-2.9% |
| Admin fee / account holder | $17,122 | $5,896+190.4% | $8,445+102.8% | $5,403+216.9% |