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 | $77,817 | $90,320-13.8% | $59,496+30.8% | $125,391-37.9% |
| Participation rate | 28.6% | 68.3%-39.7pp | 54.6%-26.0pp | 83.2%-54.6pp |
| Annual return | -2.16% | 369.13%-371.3pp | 182.05%-184.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $559 | $1,792-68.8% | $1,153-51.5% | $4,866-88.5% |
| Participant deferral / active EE | $2,111 | $2,716-22.3% | $1,829+15.4% | $5,352-60.6% |
| Admin fee / account holder | $18,573 | $3,063+506.4% | $2,232+732.0% | $9,540+94.7% |