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 | $245,653 | $69,518+253.4% | $59,878+310.3% | $135,375+81.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -6.94% | 7.94%-14.9pp | 3.46%-10.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $18,262 | $3,235+464.6% | $2,722+571.0% | $4,779+282.1% |
| Participant deferral / active EE | $12,239 | $4,206+191.0% | $3,402+259.8% | $5,609+118.2% |
| Admin fee / account holder | $2,531 | $5,734-55.9% | $3,590-29.5% | $10,827-76.6% |