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 | $124,018 | $72,404+71.3% | $110,238+12.5% | $64,186+93.2% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.0pp |
| Annual return | -1.67% | -6.29%+4.6pp | 314.74%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,659 | $2,282+16.5% | $3,826-30.5% | $2,381+11.7% |
| Participant deferral / active EE | $7,311 | $3,469+110.7% | $4,672+56.5% | $3,470+110.7% |
| Admin fee / account holder | $23,075 | $5,664+307.4% | $8,547+170.0% | $4,888+372.1% |