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 | $103,742 | $27,641+275.3% | $61,373+69.0% | $68,494+51.5% |
| Participation rate | 22.6% | 39.5%-16.9pp | 52.6%-30.0pp | 67.9%-45.3pp |
| Annual return | -14.07% | -13.24%-0.8pp | 338.61%-352.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $417 | $695-40.0% | $1,159-64.0% | $2,596-83.9% |
| Participant deferral / active EE | $1,845 | $1,263+46.1% | $2,125-13.2% | $4,027-54.2% |
| Admin fee / account holder | $1,410 | $2,010-29.9% | $2,130-33.8% | $5,403-73.9% |