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 | $84,006 | $54,350+54.6% | $82,719+1.6% | $68,494+22.6% |
| Participation rate | 34.2% | 63.9%-29.7pp | 72.6%-38.4pp | 67.9%-33.7pp |
| Annual return | -18.75% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $845 | $2,218-61.9% | $3,009-71.9% | $2,596-67.4% |
| Participant deferral / active EE | $1,902 | $3,246-41.4% | $4,395-56.7% | $4,027-52.8% |
| Admin fee / account holder | $6,548 | $4,395+49.0% | $5,329+22.9% | $5,403+21.2% |