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 | $188,841 | $129,942+45.3% | $104,294+81.1% | $134,475+40.4% |
| Participation rate | 64.7% | 79.5%-14.8pp | 73.3%-8.6pp | 81.2%-16.5pp |
| Annual return | -17.99% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $13,242 | $4,184+216.5% | $3,372+292.8% | $4,740+179.4% |
| Participant deferral / active EE | $6,603 | $5,588+18.2% | $4,625+42.8% | $6,400+3.2% |
| Admin fee / account holder | $2,475 | $9,323-73.5% | $7,339-66.3% | $11,426-78.3% |