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 | $88,053 | $99,032-11.1% | $80,019+10.0% | $135,375-35.0% |
| Participation rate | 7.1% | 78.4%-71.2pp | 75.8%-68.7pp | 82.6%-75.5pp |
| Annual return | -7.94% | 15.39%-23.3pp | 11.22%-19.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $13,800 | $3,043+353.4% | $2,468+459.2% | $4,779+188.8% |
| Participant deferral / active EE | $34,705 | $4,282+710.5% | $3,686+841.6% | $5,609+518.8% |
| Admin fee / account holder | $25,321 | $10,436+142.6% | $6,521+288.3% | $10,827+133.9% |