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 | $112,657 | $95,971+17.4% | $74,550+51.1% | $135,375-16.8% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -8.92% | 56.96%-65.9pp | 32.53%-41.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,017 | $2,716+47.9% | $1,961+104.8% | $4,779-15.9% |
| Participant deferral / active EE | $6,167 | $3,843+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $1,273 | $6,522-80.5% | $5,060-74.8% | $10,827-88.2% |