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 | $102,018 | $56,199+81.5% | $67,652+50.8% | $59,632+71.1% |
| Participation rate | 54.4% | 71.5%-17.0pp | 75.7%-21.2pp | 68.7%-14.2pp |
| Annual return | -0.17% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,844 | $1,614+14.2% | $2,266-18.6% | $2,203-16.3% |
| Participant deferral / active EE | $4,393 | $2,844+54.5% | $3,560+23.4% | $3,192+37.6% |
| Admin fee / account holder | $3,087 | $3,958-22.0% | $4,821-36.0% | $4,297-28.2% |