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 | $204,341 | $82,664+147.2% | $125,339+63.0% | $68,494+198.3% |
| Participation rate | 66.2% | 75.0%-8.9pp | 82.4%-16.2pp | 67.9%-1.7pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $852 | $3,381-74.8% | $4,814-82.3% | $2,596-67.2% |
| Participant deferral / active EE | $8,038 | $6,110+31.5% | $7,446+7.9% | $4,027+99.6% |
| Admin fee / account holder | $12,120 | $6,275+93.1% | $10,010+21.1% | $5,403+124.3% |