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 | $94,010 | $54,350+73.0% | $82,719+13.6% | $68,494+37.3% |
| Participation rate | 29.8% | 63.9%-34.1pp | 72.6%-42.7pp | 67.9%-38.1pp |
| Annual return | -16.90% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,092 | $2,218-50.8% | $3,009-63.7% | $2,596-58.0% |
| Participant deferral / active EE | $2,492 | $3,246-23.2% | $4,395-43.3% | $4,027-38.1% |
| Admin fee / account holder | $40,757 | $4,395+827.3% | $5,329+664.8% | $5,403+654.4% |