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 | $127,198 | $54,350+134.0% | $82,719+53.8% | $68,494+85.7% |
| Participation rate | 51.6% | 63.9%-12.4pp | 72.6%-21.0pp | 67.9%-16.3pp |
| Annual return | -19.20% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,188 | $2,218-46.5% | $3,009-60.5% | $2,596-54.3% |
| Participant deferral / active EE | $2,312 | $3,246-28.8% | $4,395-47.4% | $4,027-42.6% |
| Admin fee / account holder | $2,184 | $4,395-50.3% | $5,329-59.0% | $5,403-59.6% |