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 | $72,593 | $27,641+162.6% | $61,373+18.3% | $68,494+6.0% |
| Participation rate | 27.7% | 39.5%-11.8pp | 52.6%-24.9pp | 67.9%-40.2pp |
| Annual return | -20.82% | -13.24%-7.6pp | 338.61%-359.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $922 | $695+32.6% | $1,159-20.5% | $2,596-64.5% |
| Participant deferral / active EE | $2,282 | $1,263+80.7% | $2,125+7.4% | $4,027-43.3% |
| Admin fee / account holder | $56,021 | $2,010+2687.2% | $2,130+2530.5% | $5,403+936.9% |