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 | $91,230 | $54,350+67.9% | $82,719+10.3% | $68,494+33.2% |
| Participation rate | 57.4% | 63.9%-6.5pp | 72.6%-15.1pp | 67.9%-10.5pp |
| Annual return | -16.93% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,341 | $2,218+50.6% | $3,009+11.1% | $2,596+28.7% |
| Participant deferral / active EE | $4,740 | $3,246+46.0% | $4,395+7.9% | $4,027+17.7% |
| Admin fee / account holder | $17,142 | $4,395+290.0% | $5,329+221.7% | $5,403+217.3% |