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 | $82,824 | $32,117+157.9% | $71,086+16.5% | $64,186+29.0% |
| Participation rate | 21.6% | 42.7%-21.1pp | 54.7%-33.0pp | 69.6%-47.9pp |
| Annual return | -7.98% | -5.57%-2.4pp | 650.59%-658.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $542 | $712-23.9% | $1,088-50.2% | $2,381-77.2% |
| Participant deferral / active EE | $1,569 | $1,263+24.2% | $1,874-16.3% | $3,470-54.8% |
| Admin fee / account holder | $2,437 | $2,759-11.7% | $3,082-20.9% | $4,888-50.1% |