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 | $161,985 | $56,357+187.4% | $104,294+55.3% | $68,494+136.5% |
| Participation rate | 42.2% | 63.3%-21.0pp | 73.3%-31.0pp | 67.9%-25.7pp |
| Annual return | -16.92% | -9.19%-7.7pp | 24.61%-41.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,986 | $1,960+1.3% | $3,372-41.1% | $2,596-23.5% |
| Participant deferral / active EE | $1,660 | $3,077-46.1% | $4,625-64.1% | $4,027-58.8% |
| Admin fee / account holder | $3,242 | $4,903-33.9% | $7,339-55.8% | $5,403-40.0% |