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 | $150,712 | $55,449+171.8% | $83,848+79.7% | $56,287+167.8% |
| Participation rate | 58.1% | 68.0%-9.9pp | 76.1%-18.1pp | 69.9%-11.8pp |
| Annual return | -6.17% | -1.38%-4.8pp | 850.88%-857.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,909 | $2,430-21.4% | $3,631-47.4% | $2,111-9.5% |
| Participant deferral / active EE | $4,049 | $2,935+37.9% | $4,082-0.8% | $3,350+20.9% |
| Admin fee / account holder | $6,013 | $656+816.7% | $5,478+9.8% | $521+1054.3% |