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 | $202,339 | $147,727+37.0% | $115,756+74.8% | $134,475+50.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | -20.34% | 73.96%-94.3pp | 143.14%-163.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,415 | $4,713-48.8% | $3,793-36.3% | $4,740-49.0% |
| Participant deferral / active EE | $10,250 | $7,563+35.5% | $6,254+63.9% | $6,400+60.2% |
| Admin fee / account holder | $3,018 | $14,571-79.3% | $8,124-62.9% | $11,426-73.6% |