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 | $198,341 | $138,044+43.7% | $125,339+58.2% | $134,475+47.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.12% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,389 | $5,243+2.8% | $4,814+12.0% | $4,740+13.7% |
| Participant deferral / active EE | $17,625 | $7,799+126.0% | $7,446+136.7% | $6,400+175.4% |
| Admin fee / account holder | $1,911 | $11,571-83.5% | $10,010-80.9% | $11,426-83.3% |