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 | $148,744 | $91,911+61.8% | $68,793+116.2% | $135,375+9.9% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -3.99% | -8.22%+4.2pp | -4.63%+0.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $894 | $3,924-77.2% | $2,625-66.0% | $4,779-81.3% |
| Participant deferral / active EE | $1,067 | $4,315-75.3% | $3,311-67.8% | $5,609-81.0% |
| Admin fee / account holder | $1,530 | $9,240-83.4% | $5,131-70.2% | $10,827-85.9% |