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 | $221,731 | $95,862+131.3% | $79,550+178.7% | $134,475+64.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.06% | -2.69%-17.4pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,709 | $3,128+114.5% | $2,413+178.0% | $4,740+41.6% |
| Participant deferral / active EE | $10,754 | $4,693+129.2% | $3,985+169.8% | $6,400+68.0% |
| Admin fee / account holder | $15,140 | $9,126+65.9% | $6,832+121.6% | $11,426+32.5% |