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 | $111,172 | $53,162+109.1% | $91,220+21.9% | $68,494+62.3% |
| Participation rate | 47.6% | 63.2%-15.6pp | 73.2%-25.6pp | 67.9%-20.3pp |
| Annual return | -12.70% | -3.14%-9.6pp | 114.01%-126.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $710 | $1,709-58.5% | $2,850-75.1% | $2,596-72.6% |
| Participant deferral / active EE | $2,823 | $2,974-5.1% | $4,234-33.3% | $4,027-29.9% |
| Admin fee / account holder | $9,077 | $4,493+102.0% | $5,420+67.5% | $5,403+68.0% |