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 | $176,087 | $138,065+27.5% | $123,544+42.5% | $135,375+30.1% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -6.35% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,766 | $5,151+31.3% | $4,628+46.2% | $4,779+41.6% |
| Participant deferral / active EE | $10,001 | $6,799+47.1% | $6,426+55.7% | $5,609+78.3% |
| Admin fee / account holder | $8,372 | $10,916-23.3% | $9,284-9.8% | $10,827-22.7% |