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 | $144,802 | $73,867+96.0% | $143,757+0.7% | $68,494+111.4% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -13.95% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,815 | $3,184-43.0% | $4,951-63.3% | $2,596-30.1% |
| Participant deferral / active EE | $4,243 | $3,384+25.4% | $5,637-24.7% | $4,027+5.3% |
| Admin fee / account holder | $4,203 | $5,755-27.0% | $14,673-71.4% | $5,403-22.2% |