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 | $101,752 | $32,117+216.8% | $71,086+43.1% | $64,186+58.5% |
| Participation rate | 12.5% | 42.7%-30.2pp | 54.7%-42.2pp | 69.6%-57.1pp |
| Annual return | -9.61% | -5.57%-4.0pp | 650.59%-660.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $327 | $712-54.1% | $1,088-70.0% | $2,381-86.3% |
| Participant deferral / active EE | $1,480 | $1,263+17.2% | $1,874-21.0% | $3,470-57.3% |
| Admin fee / account holder | $995 | $2,759-63.9% | $3,082-67.7% | $4,888-79.6% |