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 4-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 | $116,757 | $84,402+38.3% | $61,373+90.2% | $134,475-13.2% |
| Participation rate | 68.2% | 62.2%+6.0pp | 52.6%+15.6pp | 81.2%-13.0pp |
| Annual return | -12.51% | 584.55%-597.1pp | 338.61%-351.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $655 | $1,544-57.6% | $1,159-43.5% | $4,740-86.2% |
| Participant deferral / active EE | $4,179 | $2,819+48.3% | $2,125+96.7% | $6,400-34.7% |
| Admin fee / account holder | $1,082 | $2,585-58.1% | $2,130-49.2% | $11,426-90.5% |