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 | $60,700 | $45,152+34.4% | $73,843-17.8% | $59,632+1.8% |
| Participation rate | 67.2% | 64.0%+3.2pp | 73.4%-6.2pp | 68.7%-1.4pp |
| Annual return | -1.53% | 27.40%-28.9pp | 2267.84%-2269.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,695 | $1,902+41.7% | $2,787-3.3% | $2,203+22.4% |
| Participant deferral / active EE | $5,085 | $2,574+97.6% | $3,583+41.9% | $3,192+59.3% |
| Admin fee / account holder | $885 | $3,516-74.8% | $4,880-81.9% | $4,297-79.4% |