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 | $112,047 | $45,152+148.2% | $73,843+51.7% | $59,632+87.9% |
| Participation rate | 58.2% | 64.0%-5.8pp | 73.4%-15.3pp | 68.7%-10.5pp |
| Annual return | -0.82% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,753 | $1,902-7.8% | $2,787-37.1% | $2,203-20.4% |
| Participant deferral / active EE | $4,054 | $2,574+57.5% | $3,583+13.2% | $3,192+27.0% |
| Admin fee / account holder | $9,186 | $3,516+161.2% | $4,880+88.2% | $4,297+113.8% |