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 | $185,758 | $106,543+74.3% | $91,220+103.6% | $134,475+38.1% |
| Participation rate | 52.2% | 76.8%-24.6pp | 73.2%-21.0pp | 81.2%-29.0pp |
| Annual return | -10.98% | 160.60%-171.6pp | 114.01%-125.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $773 | $3,331-76.8% | $2,850-72.9% | $4,740-83.7% |
| Participant deferral / active EE | $2,246 | $4,719-52.4% | $4,234-46.9% | $6,400-64.9% |
| Admin fee / account holder | $3,839 | $6,231-38.4% | $5,420-29.2% | $11,426-66.4% |