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 | $153,543 | $92,703+65.6% | $82,719+85.6% | $134,475+14.2% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -11.03% | 944.92%-956.0pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $977 | $3,274-70.2% | $3,009-67.5% | $4,740-79.4% |
| Participant deferral / active EE | $1,901 | $4,802-60.4% | $4,395-56.7% | $6,400-70.3% |
| Admin fee / account holder | $1,897 | $5,983-68.3% | $5,329-64.4% | $11,426-83.4% |