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 | $93,042 | $48,265+92.8% | $68,791+35.3% | $68,494+35.8% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.1pp | 67.9%-16.0pp |
| Annual return | -17.70% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $527 | $1,829-71.2% | $2,655-80.1% | $2,596-79.7% |
| Participant deferral / active EE | $3,150 | $2,867+9.9% | $3,941-20.1% | $4,027-21.8% |
| Admin fee / account holder | $7,984 | $4,355+83.3% | $4,932+61.9% | $5,403+47.8% |