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 | $86,203 | $27,641+211.9% | $61,373+40.5% | $68,494+25.9% |
| Participation rate | 55.2% | 39.5%+15.7pp | 52.6%+2.6pp | 67.9%-12.7pp |
| Annual return | -16.95% | -13.24%-3.7pp | 338.61%-355.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,198 | $695+72.3% | $1,159+3.4% | $2,596-53.8% |
| Participant deferral / active EE | $3,063 | $1,263+142.5% | $2,125+44.2% | $4,027-23.9% |
| Admin fee / account holder | $2,348 | $2,010+16.8% | $2,130+10.2% | $5,403-56.5% |