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 | $112,010 | $52,519+113.3% | $155,790-28.1% | $59,632+87.8% |
| Participation rate | 64.6% | 61.7%+2.9pp | 76.1%-11.5pp | 68.7%-4.1pp |
| Annual return | 0.04% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,964 | $1,589+149.5% | $3,836+3.3% | $2,203+80.0% |
| Participant deferral / active EE | $6,500 | $3,084+110.7% | $4,797+35.5% | $3,192+103.7% |
| Admin fee / account holder | $1,538 | $3,540-56.6% | $7,478-79.4% | $4,297-64.2% |