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 | $142,921 | $84,402+69.3% | $61,373+132.9% | $134,475+6.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -19.68% | 584.55%-604.2pp | 338.61%-358.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,904 | $1,544+23.3% | $1,159+64.3% | $4,740-59.8% |
| Participant deferral / active EE | $5,278 | $2,819+87.2% | $2,125+148.4% | $6,400-17.5% |
| Admin fee / account holder | $533 | $2,585-79.4% | $2,130-75.0% | $11,426-95.3% |