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 | $140,686 | $97,757+43.9% | $83,848+67.8% | $135,375+3.9% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -2.86% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,720 | $4,222-35.6% | $3,631-25.1% | $4,779-43.1% |
| Participant deferral / active EE | $3,399 | $4,682-27.4% | $4,082-16.7% | $5,609-39.4% |
| Admin fee / account holder | $6,252 | $6,674-6.3% | $5,478+14.1% | $10,827-42.3% |