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 | $245,665 | $99,032+148.1% | $80,019+207.0% | $135,375+81.5% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -6.55% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,325 | $3,043+9.3% | $2,468+34.7% | $4,779-30.4% |
| Participant deferral / active EE | $6,600 | $4,282+54.1% | $3,686+79.1% | $5,609+17.7% |
| Admin fee / account holder | $323 | $10,436-96.9% | $6,521-95.1% | $10,827-97.0% |