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 | $149,235 | $82,664+80.5% | $125,339+19.1% | $68,494+117.9% |
| Participation rate | 59.5% | 75.0%-15.5pp | 82.4%-22.8pp | 67.9%-8.4pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,005 | $3,381-11.1% | $4,814-37.6% | $2,596+15.8% |
| Participant deferral / active EE | $5,211 | $6,110-14.7% | $7,446-30.0% | $4,027+29.4% |
| Admin fee / account holder | $1,686 | $6,275-73.1% | $10,010-83.2% | $5,403-68.8% |