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 | $139,227 | $32,117+333.5% | $71,086+95.9% | $64,186+116.9% |
| Participation rate | 49.0% | 42.7%+6.3pp | 54.7%-5.7pp | 69.6%-20.6pp |
| Annual return | -7.64% | -5.57%-2.1pp | 650.59%-658.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,633 | $712+129.2% | $1,088+50.1% | $2,381-31.4% |
| Participant deferral / active EE | $3,551 | $1,263+181.2% | $1,874+89.5% | $3,470+2.4% |
| Admin fee / account holder | $1,533 | $2,759-44.5% | $3,082-50.3% | $4,888-68.6% |