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 | $173,084 | $97,757+77.1% | $83,848+106.4% | $135,375+27.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.28% | 1287.37%-1292.6pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,475 | $4,222-65.1% | $3,631-59.4% | $4,779-69.1% |
| Participant deferral / active EE | $5,098 | $4,682+8.9% | $4,082+24.9% | $5,609-9.1% |
| Admin fee / account holder | $29,494 | $6,674+341.9% | $5,478+438.4% | $10,827+172.4% |