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 | $210,702 | $105,860+99.0% | $90,749+132.2% | $134,475+56.7% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.7%-10.7pp | 81.2%-16.2pp |
| Annual return | -15.74% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,547 | $3,462-55.3% | $2,921-47.0% | $4,740-67.4% |
| Participant deferral / active EE | $6,983 | $5,216+33.9% | $4,564+53.0% | $6,400+9.1% |
| Admin fee / account holder | $26,461 | $13,938+89.9% | $8,445+213.4% | $11,426+131.6% |