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 | $153,372 | $168,632-9.0% | $147,614+3.9% | $125,391+22.3% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | -1.91% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $8,604 | $6,252+37.6% | $5,564+54.6% | $4,866+76.8% |
| Participant deferral / active EE | $11,235 | $5,507+104.0% | $4,895+129.5% | $5,352+109.9% |
| Admin fee / account holder | $1,535 | $13,580-88.7% | $11,611-86.8% | $9,540-83.9% |