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 | $155,249 | $138,044+12.5% | $125,339+23.9% | $134,475+15.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.53% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,361 | $5,243-55.0% | $4,814-51.0% | $4,740-50.2% |
| Participant deferral / active EE | $6,028 | $7,799-22.7% | $7,446-19.1% | $6,400-5.8% |
| Admin fee / account holder | $18,487 | $11,571+59.8% | $10,010+84.7% | $11,426+61.8% |