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 | $135,607 | $97,757+38.7% | $83,848+61.7% | $135,375+0.2% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -4.05% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,453 | $4,222-41.9% | $3,631-32.4% | $4,779-48.7% |
| Participant deferral / active EE | $4,210 | $4,682-10.1% | $4,082+3.1% | $5,609-24.9% |
| Admin fee / account holder | $11,902 | $6,674+78.3% | $5,478+117.3% | $10,827+9.9% |