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 | $182,776 | $84,695+115.8% | $73,843+147.5% | $125,391+45.8% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -0.62% | 3123.53%-3124.1pp | 2267.84%-2268.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $8,013 | $3,123+156.6% | $2,787+187.5% | $4,866+64.7% |
| Participant deferral / active EE | $10,442 | $3,992+161.6% | $3,583+191.4% | $5,352+95.1% |
| Admin fee / account holder | $3,441 | $5,691-39.5% | $4,880-29.5% | $9,540-63.9% |