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 | $128,086 | $82,664+54.9% | $125,339+2.2% | $68,494+87.0% |
| Participation rate | 35.3% | 75.0%-39.7pp | 82.4%-47.1pp | 67.9%-32.6pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,223 | $3,381-63.8% | $4,814-74.6% | $2,596-52.9% |
| Participant deferral / active EE | $2,989 | $6,110-51.1% | $7,446-59.9% | $4,027-25.8% |
| Admin fee / account holder | $4,573 | $6,275-27.1% | $10,010-54.3% | $5,403-15.4% |