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 | $139,357 | $90,600+53.8% | $79,464+75.4% | $135,375+2.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.94% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,996 | $3,068-34.9% | $2,800-28.7% | $4,779-58.2% |
| Participant deferral / active EE | $9,204 | $4,050+127.2% | $3,704+148.5% | $5,609+64.1% |
| Admin fee / account holder | $23,833 | $5,907+303.5% | $5,113+366.1% | $10,827+120.1% |