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 | $226,382 | $95,971+135.9% | $74,550+203.7% | $135,375+67.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -5.09% | 56.96%-62.1pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,377 | $2,716-49.3% | $1,961-29.8% | $4,779-71.2% |
| Participant deferral / active EE | $5,611 | $3,843+46.0% | $3,108+80.5% | $5,6090% |
| Admin fee / account holder | $15,221 | $6,522+133.4% | $5,060+200.8% | $10,827+40.6% |