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 | $198,169 | $190,805+3.9% | $159,960+23.9% | $134,475+47.4% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -11.50% | 552.23%-563.7pp | 408.60%-420.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,638 | $4,995+72.9% | $4,226+104.4% | $4,740+82.2% |
| Participant deferral / active EE | $13,496 | $6,923+94.9% | $6,182+118.3% | $6,400+110.9% |
| Admin fee / account holder | $7,039 | $10,471-32.8% | $8,698-19.1% | $11,426-38.4% |