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 | $153,505 | $76,000+102.0% | $154,107-0.4% | $64,186+139.2% |
| Participation rate | 68.1% | 70.4%-2.3pp | 83.0%-15.0pp | 69.6%-1.5pp |
| Annual return | -3.23% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $8,865 | $3,351+164.6% | $5,298+67.3% | $2,381+272.4% |
| Participant deferral / active EE | $6,195 | $3,175+95.1% | $5,081+21.9% | $3,470+78.5% |
| Admin fee / account holder | $12,622 | $5,596+125.5% | $13,411-5.9% | $4,888+158.2% |