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 | $133,205 | $27,641+381.9% | $61,373+117.0% | $68,494+94.5% |
| Participation rate | 37.1% | 39.5%-2.3pp | 52.6%-15.4pp | 67.9%-30.7pp |
| Annual return | -19.11% | -13.24%-5.9pp | 338.61%-357.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $706 | $695+1.6% | $1,159-39.1% | $2,596-72.8% |
| Participant deferral / active EE | $969 | $1,263-23.3% | $2,125-54.4% | $4,027-75.9% |
| Admin fee / account holder | $7,844 | $2,010+290.3% | $2,130+268.3% | $5,403+45.2% |