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 | $109,844 | $27,641+297.4% | $61,373+79.0% | $68,494+60.4% |
| Participation rate | 40.5% | 39.5%+1.0pp | 52.6%-12.1pp | 67.9%-27.4pp |
| Annual return | -16.67% | -13.24%-3.4pp | 338.61%-355.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,211 | $695+74.1% | $1,159+4.4% | $2,596-53.4% |
| Participant deferral / active EE | $3,660 | $1,263+189.7% | $2,125+72.2% | $4,027-9.1% |
| Admin fee / account holder | $745 | $2,010-62.9% | $2,130-65.0% | $5,403-86.2% |