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 | $190,250 | $91,538+107.8% | $129,995+46.4% | $75,163+153.1% |
| Participation rate | 36.2% | 71.4%-35.3pp | 78.5%-42.3pp | 67.2%-31.0pp |
| Annual return | 13.45% | -631.11%+644.6pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,217 | $2,845-57.2% | $4,320-71.8% | $2,670-54.4% |
| Participant deferral / active EE | $3,248 | $4,341-25.2% | $5,820-44.2% | $4,125-21.3% |
| Admin fee / account holder | $15,796 | $6,790+132.6% | $10,614+48.8% | $5,651+179.5% |