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 | $131,130 | $76,000+72.5% | $154,107-14.9% | $64,186+104.3% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -6.40% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,658 | $3,351-20.7% | $5,298-49.8% | $2,381+11.6% |
| Participant deferral / active EE | $4,864 | $3,175+53.2% | $5,081-4.3% | $3,470+40.2% |
| Admin fee / account holder | $5,070 | $5,596-9.4% | $13,411-62.2% | $4,888+3.7% |