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 | $160,948 | $64,707+148.7% | $112,228+43.4% | $68,494+135.0% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.1pp |
| Annual return | -16.74% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,261 | $2,746-17.7% | $3,635-37.8% | $2,596-12.9% |
| Participant deferral / active EE | $3,077 | $3,565-13.7% | $4,728-34.9% | $4,027-23.6% |
| Admin fee / account holder | $4,074 | $5,232-22.1% | $6,410-36.4% | $5,403-24.6% |