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 4-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 | $101,274 | $84,487+19.9% | $125,339-19.2% | $66,914+51.3% |
| Participation rate | 66.4% | 76.4%-10.1pp | 82.4%-16.0pp | 69.8%-3.4pp |
| Annual return | -14.68% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,335 | $3,553+22.0% | $4,814-10.0% | $2,544+70.4% |
| Participant deferral / active EE | $7,095 | $6,781+4.6% | $7,446-4.7% | $4,237+67.5% |
| Admin fee / account holder | $14,571 | $685+2027.0% | $10,010+45.6% | $593+2356.0% |