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 | $190,424 | $97,757+94.8% | $83,848+127.1% | $135,375+40.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -4.32% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,270 | $4,222-22.5% | $3,631-9.9% | $4,779-31.6% |
| Participant deferral / active EE | $3,864 | $4,682-17.5% | $4,082-5.3% | $5,609-31.1% |
| Admin fee / account holder | $54,645 | $6,674+718.8% | $5,478+897.5% | $10,827+404.7% |