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 | $247,648 | $92,703+167.1% | $82,719+199.4% | $134,475+84.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -15.22% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $361 | $3,274-89.0% | $3,009-88.0% | $4,740-92.4% |
| Participant deferral / active EE | $3,602 | $4,802-25.0% | $4,395-18.1% | $6,400-43.7% |
| Admin fee / account holder | $2,706 | $5,983-54.8% | $5,329-49.2% | $11,426-76.3% |