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 | $146,745 | $99,640+47.3% | $86,436+69.8% | $134,475+9.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.17% | 6782.58%-6801.7pp | 4394.89%-4414.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,246 | $4,400-71.7% | $3,769-66.9% | $4,740-73.7% |
| Participant deferral / active EE | $6,941 | $7,246-4.2% | $6,952-0.2% | $6,400+8.5% |
| Admin fee / account holder | $31,993 | $8,371+282.2% | $6,731+375.3% | $11,426+180.0% |