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 | $159,906 | $95,971+66.6% | $74,550+114.5% | $135,375+18.1% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -7.98% | 56.96%-64.9pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $834 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $3,154 | $3,843-17.9% | $3,108+1.5% | $5,609-43.8% |
| Admin fee / account holder | $6,285 | $6,522-3.6% | $5,060+24.2% | $10,827-42.0% |