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 | $88,927 | $76,000+17.0% | $154,107-42.3% | $64,186+38.5% |
| Participation rate | 24.5% | 70.4%-45.9pp | 83.0%-58.5pp | 69.6%-45.0pp |
| Annual return | -5.29% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $787 | $3,351-76.5% | $5,298-85.1% | $2,381-66.9% |
| Participant deferral / active EE | $3,424 | $3,175+7.8% | $5,081-32.6% | $3,470-1.3% |
| Admin fee / account holder | $7,952 | $5,596+42.1% | $13,411-40.7% | $4,888+62.7% |