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 | $110,241 | $27,641+298.8% | $61,373+79.6% | $68,494+60.9% |
| Participation rate | 16.4% | 39.5%-23.1pp | 52.6%-36.2pp | 67.9%-51.5pp |
| Annual return | -15.00% | -13.24%-1.8pp | 338.61%-353.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $366 | $695-47.4% | $1,159-68.4% | $2,596-85.9% |
| Participant deferral / active EE | $597 | $1,263-52.8% | $2,125-71.9% | $4,027-85.2% |
| Admin fee / account holder | $1,339 | $2,010-33.4% | $2,130-37.1% | $5,403-75.2% |