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 | $81,464 | $44,850+81.6% | $60,547+34.5% | $59,632+36.6% |
| Participation rate | 64.6% | 59.5%+5.2pp | 68.0%-3.3pp | 68.7%-4.0pp |
| Annual return | -0.49% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $724 | $1,462-50.5% | $2,419-70.1% | $2,203-67.1% |
| Participant deferral / active EE | $4,495 | $2,230+101.6% | $3,328+35.1% | $3,192+40.8% |
| Admin fee / account holder | $9,240 | $3,635+154.2% | $4,536+103.7% | $4,297+115.0% |