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 | $179,990 | $59,107+204.5% | $86,436+108.2% | $68,494+162.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -18.17% | -0.23%-17.9pp | 4394.89%-4413.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,096 | $2,519-16.8% | $3,769-44.4% | $2,596-19.3% |
| Participant deferral / active EE | $4,434 | $5,901-24.9% | $6,952-36.2% | $4,027+10.1% |
| Admin fee / account holder | $6,191 | $5,637+9.8% | $6,731-8.0% | $5,403+14.6% |