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 | $229,377 | $82,664+177.5% | $125,339+83.0% | $68,494+234.9% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,650 | $6,110+25.2% | $7,446+2.7% | $4,027+90.0% |
| Admin fee / account holder | $28,787 | $6,275+358.7% | $10,010+187.6% | $5,403+432.8% |