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 | $201,677 | $138,065+46.1% | $123,544+63.2% | $135,375+49.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -3.45% | 153.68%-157.1pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,306 | $5,151-55.2% | $4,628-50.2% | $4,779-51.8% |
| Participant deferral / active EE | $5,997 | $6,799-11.8% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $303 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |