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 | $122,638 | $66,302+85.0% | $110,238+11.2% | $56,287+117.9% |
| Participation rate | 57.3% | 74.9%-17.6pp | 79.8%-22.5pp | 69.9%-12.6pp |
| Annual return | -5.13% | -1.18%-3.9pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $780 | $2,047-61.9% | $3,826-79.6% | $2,111-63.1% |
| Participant deferral / active EE | $3,898 | $3,381+15.3% | $4,672-16.6% | $3,350+16.4% |
| Admin fee / account holder | $4,600 | $698+558.5% | $8,547-46.2% | $521+783.0% |