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 | $195,912 | $69,010+183.9% | $159,960+22.5% | $68,494+186.0% |
| Participation rate | 59.0% | 65.4%-6.4pp | 78.0%-19.0pp | 67.9%-8.9pp |
| Annual return | -11.67% | -9.65%-2.0pp | 408.60%-420.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,076 | $2,213-51.4% | $4,226-74.5% | $2,596-58.6% |
| Participant deferral / active EE | $4,763 | $4,212+13.1% | $6,182-23.0% | $4,027+18.3% |
| Admin fee / account holder | $90,440 | $4,798+1785.0% | $8,698+939.8% | $5,403+1574.0% |