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 | $105,859 | $88,594+19.5% | $70,092+51.0% | $134,475-21.3% |
| Participation rate | 55.6% | 74.9%-19.4pp | 70.5%-14.9pp | 81.2%-25.7pp |
| Annual return | -16.48% | 442.67%-459.1pp | 190.73%-207.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,211 | $3,233-62.5% | $2,559-52.7% | $4,740-74.4% |
| Participant deferral / active EE | $1,860 | $4,772-61.0% | $3,849-51.7% | $6,400-70.9% |
| Admin fee / account holder | $13,681 | $10,441+31.0% | $6,267+118.3% | $11,426+19.7% |