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 | $74,642 | $90,320-17.4% | $59,496+25.5% | $125,391-40.5% |
| Participation rate | 41.7% | 68.3%-26.6pp | 54.6%-12.9pp | 83.2%-41.5pp |
| Annual return | -0.83% | 369.13%-370.0pp | 182.05%-182.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,581 | $1,792+99.9% | $1,153+210.6% | $4,866-26.4% |
| Participant deferral / active EE | $5,683 | $2,716+109.2% | $1,829+210.7% | $5,352+6.2% |
| Admin fee / account holder | $5,550 | $3,063+81.2% | $2,232+148.6% | $9,540-41.8% |