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 | $167,314 | $99,640+67.9% | $86,436+93.6% | $134,475+24.4% |
| Participation rate | 61.5% | 82.0%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -12.81% | 6782.58%-6795.4pp | 4394.89%-4407.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,615 | $4,400-63.3% | $3,769-57.2% | $4,740-65.9% |
| Participant deferral / active EE | $6,663 | $7,246-8.0% | $6,952-4.2% | $6,400+4.1% |
| Admin fee / account holder | $20,330 | $8,371+142.8% | $6,731+202.0% | $11,426+77.9% |