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 | $228,691 | $106,543+114.6% | $91,220+150.7% | $134,475+70.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -16.32% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,645 | $3,331-20.6% | $2,850-7.2% | $4,740-44.2% |
| Participant deferral / active EE | $8,576 | $4,719+81.7% | $4,234+102.6% | $6,400+34.0% |
| Admin fee / account holder | $11,500 | $6,231+84.6% | $5,420+112.2% | $11,426+0.7% |