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 3-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 | $114,644 | $54,350+110.9% | $82,719+38.6% | $68,494+67.4% |
| Participation rate | 23.4% | 63.9%-40.5pp | 72.6%-49.1pp | 67.9%-44.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $9,410 | $2,218+324.2% | $3,009+212.7% | $2,596+262.4% |
| Participant deferral / active EE | $23,215 | $3,246+615.2% | $4,395+428.2% | $4,027+476.5% |
| Admin fee / account holder | $19,161 | $4,395+335.9% | $5,329+259.6% | $5,403+254.7% |