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 | $106,593 | $71,883+48.3% | $86,677+23.0% | $68,494+55.6% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.3pp | 67.9%-21.6pp |
| Annual return | -17.05% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $669 | $2,173-69.2% | $2,836-76.4% | $2,596-74.2% |
| Participant deferral / active EE | $3,998 | $3,779+5.8% | $4,656-14.1% | $4,027-0.7% |
| Admin fee / account holder | $3,036 | $6,112-50.3% | $7,493-59.5% | $5,403-43.8% |