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 | $130,096 | $52,519+147.7% | $155,790-16.5% | $59,632+118.2% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | -0.10% | 53.51%-53.6pp | 71.54%-71.6pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,161 | $1,589+36.0% | $3,836-43.7% | $2,203-1.9% |
| Participant deferral / active EE | $4,466 | $3,084+44.8% | $4,797-6.9% | $3,192+39.9% |
| Admin fee / account holder | $55,778 | $3,540+1475.7% | $7,478+645.9% | $4,297+1198.1% |