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 | $228,124 | $92,703+146.1% | $82,719+175.8% | $134,475+69.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -16.18% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,955 | $3,274-40.3% | $3,009-35.0% | $4,740-58.8% |
| Participant deferral / active EE | $8,325 | $4,802+73.4% | $4,395+89.4% | $6,400+30.1% |
| Admin fee / account holder | $4,163 | $5,983-30.4% | $5,329-21.9% | $11,426-63.6% |