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 | $147,373 | $84,402+74.6% | $61,373+140.1% | $134,475+9.6% |
| Participation rate | 58.8% | 62.2%-3.4pp | 52.6%+6.3pp | 81.2%-22.4pp |
| Annual return | -15.55% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,124 | $2,819+10.8% | $2,125+47.0% | $6,400-51.2% |
| Admin fee / account holder | $2,548 | $2,585-1.4% | $2,130+19.6% | $11,426-77.7% |