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 | $225,364 | $100,754+123.7% | $86,677+160.0% | $134,475+67.6% |
| Participation rate | 69.6% | 78.9%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -16.95% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,107 | $5,338-41.8% | $4,656-33.3% | $6,400-51.5% |
| Admin fee / account holder | $19,783 | $10,926+81.1% | $7,493+164.0% | $11,426+73.1% |