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 | $105,508 | $76,000+38.8% | $154,107-31.5% | $64,186+64.4% |
| Participation rate | 60.3% | 70.4%-10.1pp | 83.0%-22.7pp | 69.6%-9.3pp |
| Annual return | -2.92% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,087 | $3,351-67.6% | $5,298-79.5% | $2,381-54.4% |
| Participant deferral / active EE | $2,460 | $3,175-22.5% | $5,081-51.6% | $3,470-29.1% |
| Admin fee / account holder | $12,074 | $5,596+115.7% | $13,411-10.0% | $4,888+147.0% |