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 | $170,184 | $54,350+213.1% | $82,719+105.7% | $68,494+148.5% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.3pp | 67.9%-20.7pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,559 | $2,218+60.5% | $3,009+18.3% | $2,596+37.1% |
| Participant deferral / active EE | $6,023 | $3,246+85.5% | $4,395+37.0% | $4,027+49.5% |
| Admin fee / account holder | $25,118 | $4,395+471.5% | $5,329+371.4% | $5,403+364.9% |