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 | $187,020 | $90,600+106.4% | $79,464+135.4% | $135,375+38.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 0.40% | 977.43%-977.0pp | 718.14%-717.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,695 | $3,068-44.8% | $2,800-39.5% | $4,779-64.5% |
| Participant deferral / active EE | $8,290 | $4,050+104.7% | $3,704+123.8% | $5,609+47.8% |
| Admin fee / account holder | $1,524 | $5,907-74.2% | $5,113-70.2% | $10,827-85.9% |