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 | $182,688 | $138,044+32.3% | $125,339+45.8% | $134,475+35.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -7.39% | 750.33%-757.7pp | 572.05%-579.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,235 | $5,243-57.4% | $4,814-53.6% | $4,740-52.9% |
| Participant deferral / active EE | $9,692 | $7,799+24.3% | $7,446+30.2% | $6,400+51.4% |
| Admin fee / account holder | $33,204 | $11,571+186.9% | $10,010+231.7% | $11,426+190.6% |