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 | $140,216 | $32,117+336.6% | $71,086+97.2% | $64,186+118.5% |
| Participation rate | 10.5% | 42.7%-32.2pp | 54.7%-44.2pp | 69.6%-59.1pp |
| Annual return | -8.15% | -5.57%-2.6pp | 650.59%-658.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $271 | $712-62.0% | $1,088-75.1% | $2,381-88.6% |
| Participant deferral / active EE | $776 | $1,263-38.6% | $1,874-58.6% | $3,470-77.6% |
| Admin fee / account holder | $1,438 | $2,759-47.9% | $3,082-53.4% | $4,888-70.6% |