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 | $108,131 | $27,641+291.2% | $61,373+76.2% | $68,494+57.9% |
| Participation rate | 58.1% | 39.5%+18.6pp | 52.6%+5.5pp | 67.9%-9.8pp |
| Annual return | -5.58% | -13.24%+7.7pp | 338.61%-344.2pp | -7.84%+2.3pp |
| Employer contribution / active EE | $197 | $695-71.6% | $1,159-83.0% | $2,596-92.4% |
| Participant deferral / active EE | $3,013 | $1,263+138.5% | $2,125+41.8% | $4,027-25.2% |
| Admin fee / account holder | $6,402 | $2,010+218.5% | $2,130+200.6% | $5,403+18.5% |