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 | $204,726 | $91,911+122.7% | $68,793+197.6% | $135,375+51.2% |
| Participation rate | 46.7% | 76.7%-30.1pp | 72.2%-25.6pp | 82.6%-36.0pp |
| Annual return | 5.53% | -8.22%+13.8pp | -4.63%+10.2pp | 519.73%-514.2pp |
| Employer contribution / active EE | $14,990 | $3,924+282.1% | $2,625+471.0% | $4,779+213.7% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,325 | $9,240-9.9% | $5,131+62.3% | $10,827-23.1% |