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 | $124,809 | $97,757+27.7% | $83,848+48.9% | $135,375-7.8% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -6.29% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,369 | $4,222-67.6% | $3,631-62.3% | $4,779-71.4% |
| Participant deferral / active EE | $3,404 | $4,682-27.3% | $4,082-16.6% | $5,609-39.3% |
| Admin fee / account holder | $128,117 | $6,674+1819.7% | $5,478+2238.7% | $10,827+1083.3% |