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 | $155,332 | $64,707+140.1% | $112,228+38.4% | $68,494+126.8% |
| Participation rate | 28.1% | 67.2%-39.0pp | 75.1%-46.9pp | 67.9%-39.8pp |
| Annual return | -17.83% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,472 | $2,746-46.4% | $3,635-59.5% | $2,596-43.3% |
| Participant deferral / active EE | $2,660 | $3,565-25.4% | $4,728-43.7% | $4,027-34.0% |
| Admin fee / account holder | $642 | $5,232-87.7% | $6,410-90.0% | $5,403-88.1% |