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 | $92,539 | $76,000+21.8% | $154,107-40.0% | $64,186+44.2% |
| Participation rate | 13.3% | 70.4%-57.1pp | 83.0%-69.7pp | 69.6%-56.2pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,734 | $3,351+11.4% | $5,298-29.5% | $2,381+56.8% |
| Participant deferral / active EE | $2,728 | $3,175-14.1% | $5,081-46.3% | $3,470-21.4% |
| Admin fee / account holder | $1,281 | $5,596-77.1% | $13,411-90.4% | $4,888-73.8% |