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 | $175,053 | $54,229+222.8% | $70,092+149.7% | $68,494+155.6% |
| Participation rate | 53.7% | 64.5%-10.8pp | 70.5%-16.8pp | 67.9%-14.2pp |
| Annual return | -13.79% | -13.87%+0.1pp | 190.73%-204.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,050 | $2,018-48.0% | $2,559-59.0% | $2,596-59.6% |
| Participant deferral / active EE | $2,377 | $2,956-19.6% | $3,849-38.2% | $4,027-41.0% |
| Admin fee / account holder | $3,036 | $4,694-35.3% | $6,267-51.5% | $5,403-43.8% |