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 | $81,512 | $76,000+7.3% | $154,107-47.1% | $64,186+27.0% |
| Participation rate | 28.1% | 70.4%-42.3pp | 83.0%-54.9pp | 69.6%-41.4pp |
| Annual return | -4.02% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $895 | $3,351-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $1,473 | $3,175-53.6% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $2,536 | $5,596-54.7% | $13,411-81.1% | $4,888-48.1% |