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 | $164,740 | $97,757+68.5% | $83,848+96.5% | $135,375+21.7% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -3.43% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,714 | $4,222-12.0% | $3,631+2.3% | $4,779-22.3% |
| Participant deferral / active EE | $8,640 | $4,682+84.5% | $4,082+111.7% | $5,609+54.0% |
| Admin fee / account holder | $1,409 | $6,674-78.9% | $5,478-74.3% | $10,827-87.0% |