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 | $95,450 | $54,350+75.6% | $82,719+15.4% | $68,494+39.4% |
| Participation rate | 61.7% | 63.9%-2.2pp | 72.6%-10.8pp | 67.9%-6.2pp |
| Annual return | -17.29% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $8,088 | $2,218+264.6% | $3,009+168.8% | $2,596+211.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,068 | $4,395-52.9% | $5,329-61.2% | $5,403-61.7% |