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 | $142,958 | $84,402+69.4% | $61,373+132.9% | $134,475+6.3% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -16.90% | 584.55%-601.4pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $376 | $1,544-75.7% | $1,159-67.6% | $4,740-92.1% |
| Participant deferral / active EE | $1,835 | $2,819-34.9% | $2,125-13.6% | $6,400-71.3% |
| Admin fee / account holder | $9,042 | $2,585+249.8% | $2,130+324.6% | $11,426-20.9% |