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 | $116,254 | $44,103+163.6% | $75,826+53.3% | $64,186+81.1% |
| Participation rate | 49.5% | 62.7%-13.3pp | 68.2%-18.7pp | 69.6%-20.1pp |
| Annual return | -5.63% | -4.72%-0.9pp | 1914.15%-1919.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $616 | $1,446-57.4% | $1,913-67.8% | $2,381-74.1% |
| Participant deferral / active EE | $2,336 | $2,204+6.0% | $2,862-18.4% | $3,470-32.7% |
| Admin fee / account holder | $2,887 | $3,506-17.7% | $4,726-38.9% | $4,888-40.9% |