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 | $85,785 | $54,350+57.8% | $82,719+3.7% | $68,494+25.2% |
| Participation rate | 55.7% | 63.9%-8.2pp | 72.6%-16.9pp | 67.9%-12.2pp |
| Annual return | -15.84% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,161 | $2,218-47.6% | $3,009-61.4% | $2,596-55.3% |
| Participant deferral / active EE | $2,383 | $3,246-26.6% | $4,395-45.8% | $4,027-40.8% |
| Admin fee / account holder | $1,662 | $4,395-62.2% | $5,329-68.8% | $5,403-69.2% |