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 | $237,925 | $97,757+143.4% | $83,848+183.8% | $135,375+75.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.76% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,870 | $4,222+86.4% | $3,631+116.8% | $4,779+64.7% |
| Participant deferral / active EE | $4,353 | $4,682-7.0% | $4,082+6.7% | $5,609-22.4% |
| Admin fee / account holder | $184,018 | $6,674+2657.3% | $5,478+3259.1% | $10,827+1599.6% |