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 | $192,782 | $54,350+254.7% | $82,719+133.1% | $68,494+181.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -7.34% | -13.67%+6.3pp | 701.18%-708.5pp | -7.84%+0.5pp |
| Employer contribution / active EE | $1,955 | $2,218-11.9% | $3,009-35.0% | $2,596-24.7% |
| Participant deferral / active EE | $4,480 | $3,246+38.0% | $4,395+1.9% | $4,027+11.3% |
| Admin fee / account holder | $9,978 | $4,395+127.0% | $5,329+87.2% | $5,403+84.7% |