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 9-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 | $106,567 | $76,000+40.2% | $154,107-30.8% | $64,186+66.0% |
| Participation rate | 68.0% | 70.4%-2.4pp | 83.0%-15.0pp | 69.6%-1.6pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,052 | $3,351-68.6% | $5,298-80.1% | $2,381-55.8% |
| Participant deferral / active EE | $2,119 | $3,175-33.3% | $5,081-58.3% | $3,470-38.9% |
| Admin fee / account holder | $318 | $5,596-94.3% | $13,411-97.6% | $4,888-93.5% |