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 | $242,432 | $82,664+193.3% | $125,339+93.4% | $68,494+253.9% |
| Participation rate | 62.2% | 75.0%-12.8pp | 82.4%-20.1pp | 67.9%-5.7pp |
| Annual return | -16.38% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,997 | $6,110-18.2% | $7,446-32.9% | $4,027+24.1% |
| Admin fee / account holder | $28,427 | $6,275+353.0% | $10,010+184.0% | $5,403+426.2% |