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 | $151,470 | $95,193+59.1% | $76,523+97.9% | $135,375+11.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -8.50% | 4.85%-13.3pp | -0.27%-8.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,026 | $3,302-8.4% | $2,647+14.3% | $4,779-36.7% |
| Participant deferral / active EE | $8,167 | $4,639+76.0% | $3,835+112.9% | $5,609+45.6% |
| Admin fee / account holder | $9,627 | $6,249+54.1% | $4,848+98.6% | $10,827-11.1% |