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 | $220,665 | $27,641+698.3% | $61,373+259.5% | $68,494+222.2% |
| Participation rate | 7.4% | 39.5%-32.1pp | 52.6%-45.2pp | 67.9%-60.5pp |
| Annual return | -20.09% | -13.24%-6.9pp | 338.61%-358.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $286 | $695-58.9% | $1,159-75.3% | $2,596-89.0% |
| Participant deferral / active EE | $1,519 | $1,263+20.2% | $2,125-28.5% | $4,027-62.3% |
| Admin fee / account holder | $2,377 | $2,010+18.2% | $2,130+11.6% | $5,403-56.0% |