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 | $83,272 | $54,350+53.2% | $82,719+0.7% | $68,494+21.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -15.15% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $649 | $2,218-70.7% | $3,009-78.4% | $2,596-75.0% |
| Participant deferral / active EE | $2,169 | $3,246-33.2% | $4,395-50.6% | $4,027-46.1% |
| Admin fee / account holder | $1,701 | $4,395-61.3% | $5,329-68.1% | $5,403-68.5% |