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 | $172,174 | $138,044+24.7% | $125,339+37.4% | $134,475+28.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -4.31% | 750.33%-754.6pp | 572.05%-576.4pp | 417.96%-422.3pp |
| Employer contribution / active EE | $2,077 | $5,243-60.4% | $4,814-56.9% | $4,740-56.2% |
| Participant deferral / active EE | $11,120 | $7,799+42.6% | $7,446+49.3% | $6,400+73.8% |
| Admin fee / account holder | $16,342 | $11,571+41.2% | $10,010+63.3% | $11,426+43.0% |