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 | $154,966 | $45,566+240.1% | $64,105+141.7% | $59,632+159.9% |
| Participation rate | 67.3% | 60.2%+7.1pp | 68.2%-0.9pp | 68.7%-1.4pp |
| Annual return | -0.83% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,208 | $934+29.3% | $1,820-33.6% | $2,203-45.1% |
| Participant deferral / active EE | $2,717 | $2,057+32.1% | $2,822-3.7% | $3,192-14.9% |
| Admin fee / account holder | $7,142 | $3,268+118.6% | $4,499+58.7% | $4,297+66.2% |