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 | $167,554 | $71,883+133.1% | $86,677+93.3% | $68,494+144.6% |
| Participation rate | 23.1% | 72.2%-49.2pp | 76.6%-53.5pp | 67.9%-44.8pp |
| Annual return | -11.94% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $5,581 | $2,173+156.9% | $2,836+96.8% | $2,596+115.0% |
| Participant deferral / active EE | $11,838 | $3,779+213.3% | $4,656+154.3% | $4,027+193.9% |
| Admin fee / account holder | $21,980 | $6,112+259.6% | $7,493+193.3% | $5,403+306.8% |