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 | $146,245 | $54,350+169.1% | $82,719+76.8% | $68,494+113.5% |
| Participation rate | 53.1% | 63.9%-10.8pp | 72.6%-19.4pp | 67.9%-14.8pp |
| Annual return | -18.99% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,076 | $2,218-51.5% | $3,009-64.2% | $2,596-58.5% |
| Participant deferral / active EE | $2,814 | $3,246-13.3% | $4,395-36.0% | $4,027-30.1% |
| Admin fee / account holder | $3,332 | $4,395-24.2% | $5,329-37.5% | $5,403-38.3% |