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 | $64,142 | $45,152+42.1% | $73,843-13.1% | $59,632+7.6% |
| Participation rate | 57.7% | 64.0%-6.3pp | 73.4%-15.7pp | 68.7%-11.0pp |
| Annual return | -1.64% | 27.40%-29.0pp | 2267.84%-2269.5pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,547 | $1,902-18.7% | $2,787-44.5% | $2,203-29.8% |
| Participant deferral / active EE | $4,345 | $2,574+68.8% | $3,583+21.3% | $3,192+36.1% |
| Admin fee / account holder | $13,366 | $3,516+280.1% | $4,880+173.9% | $4,297+211.0% |