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 | $178,689 | $48,265+270.2% | $68,791+159.8% | $68,494+160.9% |
| Participation rate | 41.3% | 60.7%-19.4pp | 69.0%-27.8pp | 67.9%-26.6pp |
| Annual return | -17.92% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,299 | $1,829+25.7% | $2,655-13.4% | $2,596-11.5% |
| Participant deferral / active EE | $2,484 | $2,867-13.3% | $3,941-37.0% | $4,027-38.3% |
| Admin fee / account holder | $13,113 | $4,355+201.1% | $4,932+165.9% | $5,403+142.7% |