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 | $151,703 | $92,703+63.6% | $82,719+83.4% | $134,475+12.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -17.97% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,687 | $3,274-48.5% | $3,009-43.9% | $4,740-64.4% |
| Participant deferral / active EE | $6,389 | $4,802+33.1% | $4,395+45.4% | $6,400-0.2% |
| Admin fee / account holder | $6,508 | $5,983+8.8% | $5,329+22.1% | $11,426-43.0% |