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 | $106,759 | $27,641+286.2% | $61,373+74.0% | $68,494+55.9% |
| Participation rate | 68.0% | 39.5%+28.5pp | 52.6%+15.4pp | 67.9%+0.1pp |
| Annual return | -18.99% | -13.24%-5.8pp | 338.61%-357.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,657 | $695+138.2% | $1,159+42.9% | $2,596-36.2% |
| Participant deferral / active EE | $6,575 | $1,263+420.5% | $2,125+209.4% | $4,027+63.3% |
| Admin fee / account holder | $4,176 | $2,010+107.7% | $2,130+96.1% | $5,403-22.7% |