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 5-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 | $96,738 | $27,641+250.0% | $61,373+57.6% | $68,494+41.2% |
| Participation rate | 54.8% | 39.5%+15.3pp | 52.6%+2.3pp | 67.9%-13.0pp |
| Annual return | -0.83% | -13.24%+12.4pp | 338.61%-339.4pp | -7.84%+7.0pp |
| Employer contribution / active EE | $692 | $695-0.5% | $1,159-40.3% | $2,596-73.3% |
| Participant deferral / active EE | $1,663 | $1,263+31.7% | $2,125-21.7% | $4,027-58.7% |
| Admin fee / account holder | $467 | $2,010-76.8% | $2,130-78.1% | $5,403-91.4% |