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 | $223,458 | $82,664+170.3% | $125,339+78.3% | $68,494+226.2% |
| Participation rate | 60.7% | 75.0%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,672 | $3,381-21.0% | $4,814-44.5% | $2,596+2.9% |
| Participant deferral / active EE | $6,647 | $6,110+8.8% | $7,446-10.7% | $4,027+65.1% |
| Admin fee / account holder | $4,274 | $6,275-31.9% | $10,010-57.3% | $5,403-20.9% |