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 | $199,622 | $107,791+85.2% | $90,645+120.2% | $135,375+47.5% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | -7.60% | -0.90%-6.7pp | 1.88%-9.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,506 | $3,018-50.1% | $2,532-40.5% | $4,779-68.5% |
| Participant deferral / active EE | $9,608 | $3,872+148.1% | $3,425+180.6% | $5,609+71.3% |
| Admin fee / account holder | $1,877 | $5,930-68.3% | $4,994-62.4% | $10,827-82.7% |