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 | $236,889 | $190,805+24.2% | $159,960+48.1% | $134,475+76.2% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -17.73% | 552.23%-570.0pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,181 | $4,995-36.3% | $4,226-24.7% | $4,740-32.9% |
| Participant deferral / active EE | $11,840 | $6,923+71.0% | $6,182+91.5% | $6,400+85.0% |
| Admin fee / account holder | $2,147 | $10,471-79.5% | $8,698-75.3% | $11,426-81.2% |