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 | $239,301 | $138,065+73.3% | $123,544+93.7% | $135,375+76.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $19,270 | $5,151+274.1% | $4,628+316.4% | $4,779+303.3% |
| Participant deferral / active EE | $4,818 | $6,799-29.1% | $6,426-25.0% | $5,609-14.1% |
| Admin fee / account holder | $333 | $10,916-96.9% | $9,284-96.4% | $10,827-96.9% |