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 | $224,029 | $95,971+133.4% | $74,550+200.5% | $135,375+65.5% |
| Participation rate | 21.1% | 75.7%-54.6pp | 69.1%-48.1pp | 82.6%-61.6pp |
| Annual return | -7.38% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $815 | $2,716-70.0% | $1,961-58.4% | $4,779-82.9% |
| Participant deferral / active EE | $2,793 | $3,843-27.3% | $3,108-10.1% | $5,609-50.2% |
| Admin fee / account holder | $17,122 | $6,522+162.5% | $5,060+238.4% | $10,827+58.1% |