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 | $133,285 | $83,427+59.8% | $115,756+15.1% | $68,494+94.6% |
| Participation rate | 56.0% | 71.9%-15.9pp | 77.1%-21.1pp | 67.9%-11.9pp |
| Annual return | -8.48% | -10.95%+2.5pp | 143.14%-151.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $862 | $3,075-72.0% | $3,793-77.3% | $2,596-66.8% |
| Participant deferral / active EE | $3,207 | $5,355-40.1% | $6,254-48.7% | $4,027-20.4% |
| Admin fee / account holder | $14,099 | $5,708+147.0% | $8,124+73.5% | $5,403+161.0% |