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 | $240,019 | $138,044+73.9% | $125,339+91.5% | $134,475+78.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.70% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,730 | $5,243-47.9% | $4,814-43.3% | $4,740-42.4% |
| Participant deferral / active EE | $14,800 | $7,799+89.8% | $7,446+98.8% | $6,400+131.3% |
| Admin fee / account holder | $8,534 | $11,571-26.2% | $10,010-14.7% | $11,426-25.3% |