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 | $72,679 | $27,641+162.9% | $61,373+18.4% | $68,494+6.1% |
| Participation rate | 58.6% | 39.5%+19.1pp | 52.6%+6.1pp | 67.9%-9.3pp |
| Annual return | -17.66% | -13.24%-4.4pp | 338.61%-356.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,175 | $695+69.0% | $1,159+1.4% | $2,596-54.7% |
| Participant deferral / active EE | $4,118 | $1,263+226.0% | $2,125+93.8% | $4,027+2.3% |
| Admin fee / account holder | $5,819 | $2,010+189.5% | $2,130+173.2% | $5,403+7.7% |