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 | $213,362 | $97,757+118.3% | $83,848+154.5% | $135,375+57.6% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -3.04% | 1287.37%-1290.4pp | 850.88%-853.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,520 | $4,222-64.0% | $3,631-58.1% | $4,779-68.2% |
| Participant deferral / active EE | $4,751 | $4,682+1.5% | $4,082+16.4% | $5,609-15.3% |
| Admin fee / account holder | $2,833 | $6,674-57.6% | $5,478-48.3% | $10,827-73.8% |