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 | $202,571 | $82,664+145.1% | $125,339+61.6% | $68,494+195.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,783 | $3,381+11.9% | $4,814-21.4% | $2,596+45.7% |
| Participant deferral / active EE | $8,681 | $6,110+42.1% | $7,446+16.6% | $4,027+115.6% |
| Admin fee / account holder | $9,395 | $6,275+49.7% | $10,010-6.1% | $5,403+73.9% |