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 | $214,202 | $190,805+12.3% | $159,960+33.9% | $134,475+59.3% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.06% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,316 | $4,995-53.6% | $4,226-45.2% | $4,740-51.1% |
| Participant deferral / active EE | $8,260 | $6,923+19.3% | $6,182+33.6% | $6,400+29.1% |
| Admin fee / account holder | $26,304 | $10,471+151.2% | $8,698+202.4% | $11,426+130.2% |