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 | $210,893 | $82,664+155.1% | $125,339+68.3% | $68,494+207.9% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.3pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,166 | $3,381-35.9% | $4,814-55.0% | $2,596-16.6% |
| Participant deferral / active EE | $5,445 | $6,110-10.9% | $7,446-26.9% | $4,027+35.2% |
| Admin fee / account holder | $12,676 | $6,275+102.0% | $10,010+26.6% | $5,403+134.6% |