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 | $248,638 | $71,883+245.9% | $86,677+186.9% | $68,494+263.0% |
| Participation rate | 68.6% | 72.2%-3.7pp | 76.6%-8.0pp | 67.9%+0.7pp |
| Annual return | -9.94% | 3.52%-13.5pp | 35.91%-45.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $5,714 | $2,173+163.0% | $2,836+101.5% | $2,596+120.1% |
| Participant deferral / active EE | $7,063 | $3,779+86.9% | $4,656+51.7% | $4,027+75.4% |
| Admin fee / account holder | $16,588 | $6,112+171.4% | $7,493+121.4% | $5,403+207.0% |