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 | $204,146 | $73,004+179.6% | $90,749+125.0% | $68,494+198.0% |
| Participation rate | 38.5% | 70.8%-32.4pp | 75.7%-37.2pp | 67.9%-29.4pp |
| Annual return | -13.66% | -13.81%+0.2pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,040 | $2,193-52.6% | $2,921-64.4% | $2,596-60.0% |
| Participant deferral / active EE | $2,709 | $3,627-25.3% | $4,564-40.7% | $4,027-32.7% |
| Admin fee / account holder | $15,578 | $5,896+164.2% | $8,445+84.5% | $5,403+188.3% |