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 | $190,559 | $48,265+294.8% | $68,791+177.0% | $68,494+178.2% |
| Participation rate | 67.3% | 60.7%+6.6pp | 69.0%-1.8pp | 67.9%-0.6pp |
| Annual return | -11.75% | -12.71%+1.0pp | -6.38%-5.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,457 | $1,829-20.3% | $2,655-45.1% | $2,596-43.9% |
| Participant deferral / active EE | $4,171 | $2,867+45.5% | $3,941+5.8% | $4,027+3.6% |
| Admin fee / account holder | $60,105 | $4,355+1280.0% | $4,932+1118.7% | $5,403+1012.5% |