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 | $190,418 | $48,265+294.5% | $68,791+176.8% | $68,494+178.0% |
| Participation rate | 39.0% | 60.7%-21.6pp | 69.0%-30.0pp | 67.9%-28.9pp |
| Annual return | -16.12% | -12.71%-3.4pp | -6.38%-9.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,967 | $1,829+7.6% | $2,655-25.9% | $2,596-24.2% |
| Participant deferral / active EE | $4,084 | $2,867+42.5% | $3,941+3.6% | $4,027+1.4% |
| Admin fee / account holder | $44,047 | $4,355+911.3% | $4,932+793.1% | $5,403+715.3% |