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 3-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 | $146,877 | $67,331+118.1% | $60,874+141.3% | $134,475+9.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.89% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,033 | $3,096+94.8% | $2,701+123.3% | $4,740+27.3% |
| Participant deferral / active EE | $10,250 | $4,538+125.8% | $3,817+168.6% | $6,400+60.2% |
| Admin fee / account holder | $1,429 | $4,582-68.8% | $3,224-55.7% | $11,426-87.5% |