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 | $94,478 | $59,805+58.0% | $79,550+18.8% | $68,494+37.9% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.5%-18.4pp | 67.9%-16.8pp |
| Annual return | -16.50% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $457 | $1,505-69.7% | $2,413-81.1% | $2,596-82.4% |
| Participant deferral / active EE | $6,032 | $3,024+99.5% | $3,985+51.4% | $4,027+49.8% |
| Admin fee / account holder | $33,832 | $4,835+599.8% | $6,832+395.2% | $5,403+526.2% |