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 | $201,368 | $110,094+82.9% | $151,611+32.8% | $68,494+194.0% |
| Participation rate | 59.5% | 84.0%-24.4pp | 87.5%-28.0pp | 67.9%-8.4pp |
| Annual return | -15.95% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,559 | $4,471+2.0% | $6,166-26.1% | $2,596+75.6% |
| Participant deferral / active EE | $10,861 | $6,527+66.4% | $8,363+29.9% | $4,027+169.7% |
| Admin fee / account holder | $45,881 | $7,719+494.4% | $11,616+295.0% | $5,403+749.2% |