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 | $80,365 | $59,805+34.4% | $79,550+1.0% | $68,494+17.3% |
| Participation rate | 49.3% | 61.1%-11.7pp | 69.5%-20.2pp | 67.9%-18.6pp |
| Annual return | -9.16% | -12.30%+3.1pp | 0.16%-9.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $484 | $1,505-67.8% | $2,413-79.9% | $2,596-81.3% |
| Participant deferral / active EE | $3,869 | $3,024+27.9% | $3,985-2.9% | $4,027-3.9% |
| Admin fee / account holder | $3,766 | $4,835-22.1% | $6,832-44.9% | $5,403-30.3% |