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 | $136,930 | $76,912+78.0% | $129,110+6.1% | $68,494+99.9% |
| Participation rate | 33.3% | 69.1%-35.8pp | 77.3%-43.9pp | 67.9%-34.6pp |
| Annual return | -3.15% | -9.78%+6.6pp | -10.94%+7.8pp | -7.84%+4.7pp |
| Employer contribution / active EE | $977 | $3,243-69.9% | $5,052-80.7% | $2,596-62.4% |
| Participant deferral / active EE | $1,791 | $4,732-62.1% | $6,542-72.6% | $4,027-55.5% |
| Admin fee / account holder | $818 | $6,638-87.7% | $14,302-94.3% | $5,403-84.9% |