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 | $139,779 | $99,640+40.3% | $86,436+61.7% | $134,475+3.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.77% | 6782.58%-6798.4pp | 4394.89%-4410.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,316 | $4,400-24.6% | $3,769-12.0% | $4,740-30.0% |
| Participant deferral / active EE | $5,136 | $7,246-29.1% | $6,952-26.1% | $6,400-19.7% |
| Admin fee / account holder | $6,376 | $8,371-23.8% | $6,731-5.3% | $11,426-44.2% |