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 | $80,801 | $76,000+6.3% | $154,107-47.6% | $64,186+25.9% |
| Participation rate | 61.3% | 70.4%-9.1pp | 83.0%-21.7pp | 69.6%-8.3pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,090 | $3,351-7.8% | $5,298-41.7% | $2,381+29.8% |
| Participant deferral / active EE | $5,432 | $3,175+71.1% | $5,081+6.9% | $3,470+56.6% |
| Admin fee / account holder | $1,054 | $5,596-81.2% | $13,411-92.1% | $4,888-78.4% |