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 | $215,399 | $138,044+56.0% | $125,339+71.9% | $134,475+60.2% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -10.75% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,085 | $5,243-22.1% | $4,814-15.1% | $4,740-13.8% |
| Participant deferral / active EE | $8,204 | $7,799+5.2% | $7,446+10.2% | $6,400+28.2% |
| Admin fee / account holder | $6,525 | $11,571-43.6% | $10,010-34.8% | $11,426-42.9% |