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 | $129,080 | $48,265+167.4% | $68,791+87.6% | $68,494+88.5% |
| Participation rate | 25.0% | 60.7%-35.7pp | 69.0%-44.0pp | 67.9%-42.9pp |
| Annual return | -16.18% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $913 | $1,829-50.1% | $2,655-65.6% | $2,596-64.8% |
| Participant deferral / active EE | $1,392 | $2,867-51.4% | $3,941-64.7% | $4,027-65.4% |
| Admin fee / account holder | $22,956 | $4,355+427.1% | $4,932+365.5% | $5,403+324.9% |