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 | $142,304 | $56,199+153.2% | $67,652+110.3% | $59,632+138.6% |
| Participation rate | 69.2% | 71.5%-2.2pp | 75.7%-6.4pp | 68.7%+0.6pp |
| Annual return | -0.10% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,557 | $1,614-3.5% | $2,266-31.3% | $2,203-29.3% |
| Participant deferral / active EE | $7,020 | $2,844+146.9% | $3,560+97.2% | $3,192+120.0% |
| Admin fee / account holder | $9,720 | $3,958+145.6% | $4,821+101.6% | $4,297+126.2% |