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 | $228,750 | $133,958+70.8% | $112,228+103.8% | $134,475+70.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -9.89% | 47.11%-57.0pp | 27.45%-37.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,143 | $4,038-22.2% | $3,635-13.5% | $4,740-33.7% |
| Participant deferral / active EE | $3,604 | $5,291-31.9% | $4,728-23.8% | $6,400-43.7% |
| Admin fee / account holder | $27,179 | $7,489+262.9% | $6,410+324.0% | $11,426+137.9% |