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 | $84,416 | $54,350+55.3% | $82,719+2.1% | $68,494+23.2% |
| Participation rate | 37.1% | 63.9%-26.8pp | 72.6%-35.4pp | 67.9%-30.7pp |
| Annual return | -16.28% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,131 | $2,218-49.0% | $3,009-62.4% | $2,596-56.4% |
| Participant deferral / active EE | $3,099 | $3,246-4.5% | $4,395-29.5% | $4,027-23.1% |
| Admin fee / account holder | $2,227 | $4,395-49.3% | $5,329-58.2% | $5,403-58.8% |