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 | $98,535 | $54,350+81.3% | $82,719+19.1% | $68,494+43.9% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -17.58% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,194 | $2,218-46.2% | $3,009-60.3% | $2,596-54.0% |
| Participant deferral / active EE | $2,748 | $3,246-15.3% | $4,395-37.5% | $4,027-31.8% |
| Admin fee / account holder | $2,931 | $4,395-33.3% | $5,329-45.0% | $5,403-45.7% |