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 | $242,196 | $82,286+194.3% | $68,791+252.1% | $134,475+80.1% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.0%-12.8pp | 81.2%-25.0pp |
| Annual return | -20.22% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,758 | $3,301-46.7% | $2,655-33.8% | $4,740-62.9% |
| Participant deferral / active EE | $5,607 | $4,739+18.3% | $3,941+42.3% | $6,400-12.4% |
| Admin fee / account holder | $743 | $6,481-88.5% | $4,932-84.9% | $11,426-93.5% |