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 | $127,775 | $82,664+54.6% | $125,339+1.9% | $68,494+86.5% |
| Participation rate | 34.6% | 75.0%-40.4pp | 82.4%-47.8pp | 67.9%-33.3pp |
| Annual return | -10.15% | -5.97%-4.2pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,434 | $3,381-28.0% | $4,814-49.4% | $2,596-6.2% |
| Participant deferral / active EE | $2,975 | $6,110-51.3% | $7,446-60.0% | $4,027-26.1% |
| Admin fee / account holder | $546 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |