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 | $115,989 | $73,867+57.0% | $143,757-19.3% | $68,494+69.3% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -18.94% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,219 | $3,184-61.7% | $4,951-75.4% | $2,596-53.0% |
| Participant deferral / active EE | $3,050 | $3,384-9.9% | $5,637-45.9% | $4,027-24.3% |
| Admin fee / account holder | $24,784 | $5,755+330.7% | $14,673+68.9% | $5,403+358.7% |