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 | $99,931 | $32,117+211.1% | $71,086+40.6% | $64,186+55.7% |
| Participation rate | 30.6% | 42.7%-12.1pp | 54.7%-24.1pp | 69.6%-39.0pp |
| Annual return | 67.57% | -5.57%+73.1pp | 650.59%-583.0pp | 7.63%+59.9pp |
| Employer contribution / active EE | $421 | $712-40.9% | $1,088-61.3% | $2,381-82.3% |
| Participant deferral / active EE | $512 | $1,263-59.5% | $1,874-72.7% | $3,470-85.2% |
| Admin fee / account holder | $1,143 | $2,759-58.6% | $3,082-62.9% | $4,888-76.6% |