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 | $139,691 | $27,641+405.4% | $61,373+127.6% | $68,494+103.9% |
| Participation rate | 28.6% | 39.5%-10.9pp | 52.6%-24.0pp | 67.9%-39.3pp |
| Annual return | -20.91% | -13.24%-7.7pp | 338.61%-359.5pp | -7.84%-13.1pp |
| Employer contribution / active EE | $607 | $695-12.7% | $1,159-47.6% | $2,596-76.6% |
| Participant deferral / active EE | $2,128 | $1,263+68.5% | $2,125+0.2% | $4,027-47.1% |
| Admin fee / account holder | $1,541 | $2,010-23.3% | $2,130-27.6% | $5,403-71.5% |