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 | $114,294 | $54,350+110.3% | $82,719+38.2% | $68,494+66.9% |
| Participation rate | 52.8% | 63.9%-11.1pp | 72.6%-19.7pp | 67.9%-15.1pp |
| Annual return | -10.55% | -13.67%+3.1pp | 701.18%-711.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,417 | $2,218-36.1% | $3,009-52.9% | $2,596-45.4% |
| Participant deferral / active EE | $3,506 | $3,246+8.0% | $4,395-20.2% | $4,027-12.9% |
| Admin fee / account holder | $668 | $4,395-84.8% | $5,329-87.5% | $5,403-87.6% |