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 | $125,806 | $54,350+131.5% | $82,719+52.1% | $68,494+83.7% |
| Participation rate | 12.5% | 63.9%-51.4pp | 72.6%-60.1pp | 67.9%-55.4pp |
| Annual return | -9.75% | -13.67%+3.9pp | 701.18%-710.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,390 | $3,246-57.2% | $4,395-68.4% | $4,027-65.5% |
| Admin fee / account holder | $757 | $4,395-82.8% | $5,329-85.8% | $5,403-86.0% |