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 | $180,383 | $82,664+118.2% | $125,339+43.9% | $68,494+163.4% |
| Participation rate | 66.0% | 75.0%-9.0pp | 82.4%-16.3pp | 67.9%-1.9pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,511 | $3,381-55.3% | $4,814-68.6% | $2,596-41.8% |
| Participant deferral / active EE | $5,893 | $6,110-3.6% | $7,446-20.9% | $4,027+46.3% |
| Admin fee / account holder | $40,678 | $6,275+548.2% | $10,010+306.4% | $5,403+652.9% |