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 | $87,483 | $106,543-17.9% | $91,220-4.1% | $134,475-34.9% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -16.77% | 160.60%-177.4pp | 114.01%-130.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,848 | $3,331-44.5% | $2,850-35.2% | $4,740-61.0% |
| Participant deferral / active EE | $3,831 | $4,719-18.8% | $4,234-9.5% | $6,400-40.1% |
| Admin fee / account holder | $12,445 | $6,231+99.7% | $5,420+129.6% | $11,426+8.9% |