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 | $188,217 | $138,044+36.3% | $125,339+50.2% | $134,475+40.0% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -13.05% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,687 | $5,243-67.8% | $4,814-65.0% | $4,740-64.4% |
| Participant deferral / active EE | $3,997 | $7,799-48.8% | $7,446-46.3% | $6,400-37.5% |
| Admin fee / account holder | $6,174 | $11,571-46.6% | $10,010-38.3% | $11,426-46.0% |