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 | $204,480 | $90,519+125.9% | $93,789+118.0% | $134,475+52.1% |
| Participation rate | 69.2% | 82.0%-12.7pp | 81.0%-11.7pp | 81.2%-12.0pp |
| Annual return | -14.98% | -15.72%+0.7pp | -11.33%-3.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,296 | $4,343-47.1% | $4,323-46.9% | $4,740-51.6% |
| Participant deferral / active EE | $10,210 | $5,978+70.8% | $6,094+67.5% | $6,400+59.5% |
| Admin fee / account holder | $99,847 | $9,252+979.2% | $7,195+1287.8% | $11,426+773.9% |