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 | $220,607 | $82,664+166.9% | $125,339+76.0% | $68,494+222.1% |
| Participation rate | 51.3% | 75.0%-23.8pp | 82.4%-31.1pp | 67.9%-16.6pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,240 | $3,381-33.8% | $4,814-53.5% | $2,596-13.7% |
| Participant deferral / active EE | $4,275 | $6,110-30.0% | $7,446-42.6% | $4,027+6.2% |
| Admin fee / account holder | $12,176 | $6,275+94.0% | $10,010+21.6% | $5,403+125.4% |