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 | $59,142 | $27,641+114.0% | $61,373-3.6% | $68,494-13.7% |
| Participation rate | 47.9% | 39.5%+8.4pp | 52.6%-4.7pp | 67.9%-20.0pp |
| Annual return | -10.26% | -13.24%+3.0pp | 338.61%-348.9pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,702 | $695+144.7% | $1,159+46.8% | $2,596-34.5% |
| Participant deferral / active EE | $1,914 | $1,263+51.5% | $2,125-9.9% | $4,027-52.5% |
| Admin fee / account holder | $4,655 | $2,010+131.6% | $2,130+118.6% | $5,403-13.8% |