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 | $195,505 | $81,900+138.7% | $119,609+63.5% | $68,494+185.4% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | -12.84% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,020 | $2,693-25.0% | $4,232-52.3% | $2,596-22.2% |
| Participant deferral / active EE | $6,395 | $4,148+54.2% | $5,602+14.2% | $4,027+58.8% |
| Admin fee / account holder | $35,479 | $6,582+439.1% | $10,323+243.7% | $5,403+556.7% |