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 | $205,667 | $138,065+49.0% | $123,544+66.5% | $135,375+51.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -6.89% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,279 | $5,151-75.2% | $4,628-72.4% | $4,779-73.2% |
| Participant deferral / active EE | $6,719 | $6,799-1.2% | $6,426+4.6% | $5,609+19.8% |
| Admin fee / account holder | $1,230 | $10,916-88.7% | $9,284-86.8% | $10,827-88.6% |