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 | $112,056 | $97,757+14.6% | $83,848+33.6% | $135,375-17.2% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -6.06% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $17,430 | $4,222+312.9% | $3,631+380.1% | $4,779+264.7% |
| Participant deferral / active EE | $4,202 | $4,682-10.3% | $4,082+2.9% | $5,609-25.1% |
| Admin fee / account holder | $10,737 | $6,674+60.9% | $5,478+96.0% | $10,827-0.8% |