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 | $228,787 | $106,543+114.7% | $91,220+150.8% | $134,475+70.1% |
| Participation rate | 47.1% | 76.8%-29.7pp | 73.2%-26.1pp | 81.2%-34.2pp |
| Annual return | -11.29% | 160.60%-171.9pp | 114.01%-125.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,455 | $3,331-26.3% | $2,850-13.8% | $4,740-48.2% |
| Participant deferral / active EE | $5,089 | $4,719+7.9% | $4,234+20.2% | $6,400-20.5% |
| Admin fee / account holder | $85,549 | $6,231+1273.0% | $5,420+1478.5% | $11,426+648.7% |