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 | $147,407 | $95,971+53.6% | $74,550+97.7% | $135,375+8.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.82% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,492 | $2,716+28.6% | $1,961+78.1% | $4,779-26.9% |
| Participant deferral / active EE | $8,483 | $3,843+120.7% | $3,108+172.9% | $5,609+51.2% |
| Admin fee / account holder | $10,506 | $6,522+61.1% | $5,060+107.6% | $10,827-3.0% |