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 | $154,899 | $27,641+460.4% | $61,373+152.4% | $68,494+126.1% |
| Participation rate | 42.4% | 39.5%+2.9pp | 52.6%-10.1pp | 67.9%-25.5pp |
| Annual return | -5.99% | -13.24%+7.2pp | 338.61%-344.6pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,459 | $695+109.8% | $1,159+25.8% | $2,596-43.8% |
| Participant deferral / active EE | $3,296 | $1,263+160.9% | $2,125+55.1% | $4,027-18.2% |
| Admin fee / account holder | $1,297 | $2,010-35.5% | $2,130-39.1% | $5,403-76.0% |