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 | $164,774 | $97,757+68.6% | $83,848+96.5% | $135,375+21.7% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -4.71% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,334 | $4,222-68.4% | $3,631-63.3% | $4,779-72.1% |
| Participant deferral / active EE | $3,040 | $4,682-35.1% | $4,082-25.5% | $5,609-45.8% |
| Admin fee / account holder | $26,849 | $6,674+302.3% | $5,478+390.1% | $10,827+148.0% |