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 | $231,168 | $95,193+142.8% | $76,523+202.1% | $135,375+70.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -7.08% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $13,802 | $3,302+317.9% | $2,647+421.4% | $4,779+188.8% |
| Participant deferral / active EE | $10,754 | $4,639+131.8% | $3,835+180.4% | $5,609+91.7% |
| Admin fee / account holder | $12,975 | $6,249+107.6% | $4,848+167.6% | $10,827+19.8% |