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 | $196,539 | $87,540+124.5% | $75,781+159.4% | $125,391+56.7% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -1.17% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,269 | $3,930-42.3% | $3,323-31.7% | $4,866-53.4% |
| Participant deferral / active EE | $4,777 | $4,229+13.0% | $3,651+30.8% | $5,352-10.7% |
| Admin fee / account holder | $504 | $6,502-92.3% | $5,299-90.5% | $9,540-94.7% |