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 | $236,772 | $57,354+312.8% | $83,848+182.4% | $64,186+268.9% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,421 | $2,993+147.9% | $4,082+81.8% | $3,470+113.9% |
| Admin fee / account holder | $16,394 | $4,046+305.2% | $5,478+199.3% | $4,888+235.4% |