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 | $226,069 | $88,594+155.2% | $70,092+222.5% | $134,475+68.1% |
| Participation rate | 58.3% | 74.9%-16.6pp | 70.5%-12.1pp | 81.2%-22.9pp |
| Annual return | -17.77% | 442.67%-460.4pp | 190.73%-208.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,221 | $3,233-62.2% | $2,559-52.3% | $4,740-74.2% |
| Participant deferral / active EE | $3,357 | $4,772-29.7% | $3,849-12.8% | $6,400-47.5% |
| Admin fee / account holder | $10,895 | $10,441+4.4% | $6,267+73.9% | $11,426-4.6% |