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 | $174,270 | $82,664+110.8% | $125,339+39.0% | $68,494+154.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -15.32% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,340 | $3,381-60.4% | $4,814-72.2% | $2,596-48.4% |
| Participant deferral / active EE | $5,688 | $6,110-6.9% | $7,446-23.6% | $4,027+41.2% |
| Admin fee / account holder | $61,897 | $6,275+886.3% | $10,010+518.4% | $5,403+1045.7% |