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 | $174,515 | $50,199+247.6% | $70,092+149.0% | $66,914+160.8% |
| Participation rate | 65.6% | 66.3%-0.7pp | 70.5%-4.9pp | 69.8%-4.2pp |
| Annual return | -15.27% | -13.85%-1.4pp | 190.73%-206.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,676 | $1,864-10.1% | $2,559-34.5% | $2,544-34.1% |
| Participant deferral / active EE | $5,401 | $3,112+73.6% | $3,849+40.3% | $4,237+27.5% |
| Admin fee / account holder | $28,829 | $600+4706.9% | $6,267+360.0% | $593+4759.5% |