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 | $141,806 | $49,177+188.4% | $79,464+78.5% | $64,186+120.9% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -2.38% | -1.16%-1.2pp | 718.14%-720.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,987 | $2,076+43.9% | $2,800+6.7% | $2,381+25.5% |
| Participant deferral / active EE | $1,356 | $2,821-51.9% | $3,704-63.4% | $3,470-60.9% |
| Admin fee / account holder | $88,128 | $3,839+2195.7% | $5,113+1623.6% | $4,888+1702.9% |