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 | $207,206 | $73,867+180.5% | $143,757+44.1% | $68,494+202.5% |
| Participation rate | 41.4% | 66.7%-25.3pp | 80.3%-38.9pp | 67.9%-26.5pp |
| Annual return | -16.09% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,384 | $3,184+6.3% | $4,951-31.6% | $2,596+30.4% |
| Participant deferral / active EE | $4,604 | $3,384+36.0% | $5,637-18.3% | $4,027+14.3% |
| Admin fee / account holder | $24,251 | $5,755+321.4% | $14,673+65.3% | $5,403+348.9% |