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 | $153,167 | $57,354+167.1% | $83,848+82.7% | $64,186+138.6% |
| Participation rate | 66.1% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | -5.28% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,129 | $2,545+140.8% | $3,631+68.8% | $2,381+157.4% |
| Participant deferral / active EE | $4,670 | $2,993+56.0% | $4,082+14.4% | $3,470+34.6% |
| Admin fee / account holder | $30,215 | $4,046+646.8% | $5,478+451.5% | $4,888+518.1% |