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 | $175,831 | $99,640+76.5% | $86,436+103.4% | $134,475+30.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.80% | 6782.58%-6799.4pp | 4394.89%-4411.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,016 | $4,400-54.2% | $3,769-46.5% | $4,740-57.5% |
| Participant deferral / active EE | $8,222 | $7,246+13.5% | $6,952+18.3% | $6,400+28.5% |
| Admin fee / account holder | $27,067 | $8,371+223.3% | $6,731+302.1% | $11,426+136.9% |