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 | $89,684 | $50,958+76.0% | $74,550+20.3% | $64,186+39.7% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.1%-22.5pp | 69.6%-22.9pp |
| Annual return | -3.70% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $492 | $1,115-55.9% | $1,961-74.9% | $2,381-79.3% |
| Participant deferral / active EE | $1,014 | $2,301-55.9% | $3,108-67.4% | $3,470-70.8% |
| Admin fee / account holder | $46,869 | $4,223+1009.9% | $5,060+826.4% | $4,888+858.9% |