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 | $210,030 | $104,106+101.7% | $71,086+195.5% | $135,375+55.1% |
| Participation rate | 43.8% | 65.7%-21.9pp | 54.7%-10.9pp | 82.6%-38.9pp |
| Annual return | -7.56% | 1256.30%-1263.9pp | 650.59%-658.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,362 | $1,485+59.0% | $1,088+117.1% | $4,779-50.6% |
| Participant deferral / active EE | $2,135 | $2,527-15.5% | $1,874+13.9% | $5,609-61.9% |
| Admin fee / account holder | $25,639 | $4,142+519.0% | $3,082+731.8% | $10,827+136.8% |