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 | $144,372 | $88,594+63.0% | $70,092+106.0% | $134,475+7.4% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -19.01% | 442.67%-461.7pp | 190.73%-209.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,319 | $3,233-59.2% | $2,559-48.4% | $4,740-72.2% |
| Participant deferral / active EE | $3,489 | $4,772-26.9% | $3,849-9.4% | $6,400-45.5% |
| Admin fee / account holder | $2,354 | $10,441-77.5% | $6,267-62.4% | $11,426-79.4% |