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 | $103,669 | $42,383+144.6% | $76,523+35.5% | $64,186+61.5% |
| Participation rate | 47.4% | 58.1%-10.8pp | 68.0%-20.6pp | 69.6%-22.2pp |
| Annual return | -6.76% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $608 | $1,563-61.1% | $2,647-77.0% | $2,381-74.5% |
| Participant deferral / active EE | $7,017 | $2,566+173.4% | $3,835+83.0% | $3,470+102.2% |
| Admin fee / account holder | $7,755 | $3,198+142.5% | $4,848+59.9% | $4,888+58.6% |