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 | $205,572 | $138,044+48.9% | $125,339+64.0% | $134,475+52.9% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,357 | $5,243-16.9% | $4,814-9.5% | $4,740-8.1% |
| Participant deferral / active EE | $8,381 | $7,799+7.5% | $7,446+12.6% | $6,400+31.0% |
| Admin fee / account holder | $17,565 | $11,571+51.8% | $10,010+75.5% | $11,426+53.7% |