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 | $182,603 | $48,265+278.3% | $68,791+165.4% | $68,494+166.6% |
| Participation rate | 57.8% | 60.7%-2.9pp | 69.0%-11.2pp | 67.9%-10.1pp |
| Annual return | -11.37% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,811 | $2,867+137.6% | $3,941+72.8% | $4,027+69.1% |
| Admin fee / account holder | $1,916 | $4,355-56.0% | $4,932-61.2% | $5,403-64.5% |