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 | $149,265 | $73,867+102.1% | $143,757+3.8% | $68,494+117.9% |
| Participation rate | 64.1% | 66.7%-2.6pp | 80.3%-16.2pp | 67.9%-3.8pp |
| Annual return | -11.28% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $998 | $3,184-68.7% | $4,951-79.8% | $2,596-61.6% |
| Participant deferral / active EE | $2,379 | $3,384-29.7% | $5,637-57.8% | $4,027-40.9% |
| Admin fee / account holder | $8,058 | $5,755+40.0% | $14,673-45.1% | $5,403+49.1% |