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 | $144,989 | $32,117+351.4% | $71,086+104.0% | $64,186+125.9% |
| Participation rate | 10.6% | 42.7%-32.1pp | 54.7%-44.0pp | 69.6%-58.9pp |
| Annual return | -6.95% | -5.57%-1.4pp | 650.59%-657.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $481 | $712-32.4% | $1,088-55.8% | $2,381-79.8% |
| Participant deferral / active EE | $1,949 | $1,263+54.3% | $1,874+4.0% | $3,470-43.8% |
| Admin fee / account holder | $930 | $2,759-66.3% | $3,082-69.8% | $4,888-81.0% |