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 | $199,994 | $158,817+25.9% | $121,196+65.0% | $135,375+47.7% |
| Participation rate | 22.2% | 79.3%-57.1pp | 71.7%-49.5pp | 82.6%-60.4pp |
| Annual return | -2.94% | -0.64%-2.3pp | 16.93%-19.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $400 | $5,665-92.9% | $4,022-90.1% | $4,779-91.6% |
| Participant deferral / active EE | $2,458 | $4,005-38.6% | $3,344-26.5% | $5,609-56.2% |
| Admin fee / account holder | $1,872 | $6,512-71.3% | $5,019-62.7% | $10,827-82.7% |