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 | $194,182 | $82,664+134.9% | $125,339+54.9% | $68,494+183.5% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -12.99% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,414 | $3,381-28.6% | $4,814-49.8% | $2,596-7.0% |
| Participant deferral / active EE | $5,829 | $6,110-4.6% | $7,446-21.7% | $4,027+44.7% |
| Admin fee / account holder | $3,824 | $6,275-39.1% | $10,010-61.8% | $5,403-29.2% |