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 | $204,181 | $82,664+147.0% | $125,339+62.9% | $68,494+198.1% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,801 | $3,381-17.2% | $4,814-41.8% | $2,596+7.9% |
| Participant deferral / active EE | $8,042 | $6,110+31.6% | $7,446+8.0% | $4,027+99.7% |
| Admin fee / account holder | $9,207 | $6,275+46.7% | $10,010-8.0% | $5,403+70.4% |