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 | $188,802 | $88,594+113.1% | $70,092+169.4% | $134,475+40.4% |
| Participation rate | 35.3% | 74.9%-39.6pp | 70.5%-35.2pp | 81.2%-45.9pp |
| Annual return | -13.83% | 442.67%-456.5pp | 190.73%-204.6pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,324 | $3,233-59.1% | $2,559-48.3% | $4,740-72.1% |
| Participant deferral / active EE | $4,452 | $4,772-6.7% | $3,849+15.7% | $6,400-30.4% |
| Admin fee / account holder | $14,392 | $10,441+37.8% | $6,267+129.7% | $11,426+26.0% |