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 | $142,231 | $57,354+148.0% | $83,848+69.6% | $64,186+121.6% |
| Participation rate | 25.4% | 68.6%-43.2pp | 76.1%-50.7pp | 69.6%-44.1pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $716 | $2,545-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $2,497 | $2,993-16.6% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $2,159 | $4,046-46.6% | $5,478-60.6% | $4,888-55.8% |