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 | $84,073 | $27,641+204.2% | $61,373+37.0% | $68,494+22.7% |
| Participation rate | 14.3% | 39.5%-25.2pp | 52.6%-38.3pp | 67.9%-53.6pp |
| Annual return | -19.20% | -13.24%-6.0pp | 338.61%-357.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $590 | $695-15.1% | $1,159-49.1% | $2,596-77.3% |
| Participant deferral / active EE | $2,672 | $1,263+111.5% | $2,125+25.7% | $4,027-33.7% |
| Admin fee / account holder | $3,096 | $2,010+54.1% | $2,130+45.4% | $5,403-42.7% |