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 | $166,274 | $48,265+244.5% | $68,791+141.7% | $68,494+142.8% |
| Participation rate | 59.4% | 60.7%-1.3pp | 69.0%-9.6pp | 67.9%-8.5pp |
| Annual return | -12.46% | -12.71%+0.2pp | -6.38%-6.1pp | -7.84%-4.6pp |
| Employer contribution / active EE | $840 | $1,829-54.1% | $2,655-68.4% | $2,596-67.7% |
| Participant deferral / active EE | $1,945 | $2,867-32.2% | $3,941-50.7% | $4,027-51.7% |
| Admin fee / account holder | $1,765 | $4,355-59.5% | $4,932-64.2% | $5,403-67.3% |