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 | $141,255 | $69,010+104.7% | $159,960-11.7% | $68,494+106.2% |
| Participation rate | 47.5% | 65.4%-17.9pp | 78.0%-30.5pp | 67.9%-20.4pp |
| Annual return | -18.12% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,048 | $2,213+37.7% | $4,226-27.9% | $2,596+17.4% |
| Participant deferral / active EE | $5,740 | $4,212+36.3% | $6,182-7.2% | $4,027+42.5% |
| Admin fee / account holder | $710 | $4,798-85.2% | $8,698-91.8% | $5,403-86.9% |