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 | $105,492 | $73,004+44.5% | $90,749+16.2% | $68,494+54.0% |
| Participation rate | 65.0% | 70.8%-5.8pp | 75.7%-10.7pp | 67.9%-2.9pp |
| Annual return | -15.86% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $568 | $2,193-74.1% | $2,921-80.5% | $2,596-78.1% |
| Participant deferral / active EE | $2,536 | $3,627-30.1% | $4,564-44.4% | $4,027-37.0% |
| Admin fee / account holder | $3,755 | $5,896-36.3% | $8,445-55.5% | $5,403-30.5% |