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 | $204,333 | $82,664+147.2% | $125,339+63.0% | $68,494+198.3% |
| Participation rate | 64.5% | 75.0%-10.5pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -12.55% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $6,054 | $3,381+79.1% | $4,814+25.8% | $2,596+133.2% |
| Participant deferral / active EE | $6,442 | $6,110+5.4% | $7,446-13.5% | $4,027+60.0% |
| Admin fee / account holder | $15,588 | $6,275+148.4% | $10,010+55.7% | $5,403+188.5% |