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 | $199,231 | $69,010+188.7% | $159,960+24.6% | $68,494+190.9% |
| Participation rate | 62.4% | 65.4%-3.1pp | 78.0%-15.6pp | 67.9%-5.5pp |
| Annual return | -14.87% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,638 | $4,212+105.1% | $6,182+39.7% | $4,027+114.5% |
| Admin fee / account holder | $5,454 | $4,798+13.7% | $8,698-37.3% | $5,403+0.9% |