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 | $218,671 | $167,307+30.7% | $143,757+52.1% | $134,475+62.6% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -11.95% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,620 | $5,619-53.4% | $4,951-47.1% | $4,740-44.7% |
| Participant deferral / active EE | $7,173 | $6,446+11.3% | $5,637+27.2% | $6,400+12.1% |
| Admin fee / account holder | $74,305 | $18,088+310.8% | $14,673+406.4% | $11,426+550.3% |