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 | $196,341 | $104,106+88.6% | $71,086+176.2% | $135,375+45.0% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | -5.79% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,048 | $1,485-29.4% | $1,088-3.6% | $4,779-78.1% |
| Participant deferral / active EE | $1,674 | $2,527-33.8% | $1,874-10.7% | $5,609-70.2% |
| Admin fee / account holder | $699 | $4,142-83.1% | $3,082-77.3% | $10,827-93.5% |