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 | $197,305 | $27,641+613.8% | $61,373+221.5% | $68,494+188.1% |
| Participation rate | 31.9% | 39.5%-7.6pp | 52.6%-20.7pp | 67.9%-36.0pp |
| Annual return | -15.41% | -13.24%-2.2pp | 338.61%-354.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $862 | $695+23.9% | $1,159-25.7% | $2,596-66.8% |
| Participant deferral / active EE | $2,357 | $1,263+86.6% | $2,125+10.9% | $4,027-41.5% |
| Admin fee / account holder | $30,390 | $2,010+1411.9% | $2,130+1327.0% | $5,403+462.5% |