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 | $136,275 | $59,805+127.9% | $79,550+71.3% | $68,494+99.0% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -17.09% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,481 | $1,505-1.6% | $2,413-38.6% | $2,596-42.9% |
| Participant deferral / active EE | $3,563 | $3,024+17.8% | $3,985-10.6% | $4,027-11.5% |
| Admin fee / account holder | $11,419 | $4,835+136.2% | $6,832+67.1% | $5,403+111.4% |