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 | $96,802 | $54,350+78.1% | $82,719+17.0% | $68,494+41.3% |
| Participation rate | 43.2% | 63.9%-20.7pp | 72.6%-29.4pp | 67.9%-24.7pp |
| Annual return | -18.82% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,686 | $2,218-24.0% | $3,009-44.0% | $2,596-35.1% |
| Participant deferral / active EE | $2,193 | $3,246-32.4% | $4,395-50.1% | $4,027-45.5% |
| Admin fee / account holder | $4,755 | $4,395+8.2% | $5,329-10.8% | $5,403-12.0% |