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 | $121,297 | $92,703+30.8% | $82,719+46.6% | $134,475-9.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -10.19% | 944.92%-955.1pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,147 | $3,274-34.4% | $3,009-28.7% | $4,740-54.7% |
| Participant deferral / active EE | $5,313 | $4,802+10.6% | $4,395+20.9% | $6,400-17.0% |
| Admin fee / account holder | $59,840 | $5,983+900.3% | $5,329+1022.9% | $11,426+423.7% |