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 9-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 | $245,324 | $82,664+196.8% | $125,339+95.7% | $68,494+258.2% |
| Participation rate | 69.4% | 75.0%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -13.14% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,769 | $3,381+41.1% | $4,814-0.9% | $2,596+83.7% |
| Participant deferral / active EE | $10,920 | $6,110+78.7% | $7,446+46.7% | $4,027+171.2% |
| Admin fee / account holder | $83,331 | $6,275+1227.9% | $10,010+732.5% | $5,403+1442.4% |