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 | $231,843 | $82,664+180.5% | $125,339+85.0% | $68,494+238.5% |
| Participation rate | 69.0% | 75.0%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -15.31% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,073 | $3,381-38.7% | $4,814-56.9% | $2,596-20.2% |
| Participant deferral / active EE | $5,893 | $6,110-3.6% | $7,446-20.9% | $4,027+46.3% |
| Admin fee / account holder | $6,662 | $6,275+6.2% | $10,010-33.4% | $5,403+23.3% |