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 5-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 | $87,251 | $54,350+60.5% | $82,719+5.5% | $68,494+27.4% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -13.90% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,751 | $2,218-21.0% | $3,009-41.8% | $2,596-32.5% |
| Participant deferral / active EE | $2,902 | $3,246-10.6% | $4,395-34.0% | $4,027-27.9% |
| Admin fee / account holder | $8,115 | $4,395+84.6% | $5,329+52.3% | $5,403+50.2% |