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 | $184,537 | $73,867+149.8% | $143,757+28.4% | $68,494+169.4% |
| Participation rate | 37.8% | 66.7%-28.8pp | 80.3%-42.5pp | 67.9%-30.1pp |
| Annual return | -18.54% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,062 | $3,184-66.6% | $4,951-78.5% | $2,596-59.1% |
| Participant deferral / active EE | $2,248 | $3,384-33.6% | $5,637-60.1% | $4,027-44.2% |
| Admin fee / account holder | $1,509 | $5,755-73.8% | $14,673-89.7% | $5,403-72.1% |