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 | $131,404 | $147,727-11.0% | $115,756+13.5% | $134,475-2.3% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -19.04% | 73.96%-93.0pp | 143.14%-162.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,431 | $4,713-69.6% | $3,793-62.3% | $4,740-69.8% |
| Participant deferral / active EE | $3,420 | $7,563-54.8% | $6,254-45.3% | $6,400-46.6% |
| Admin fee / account holder | $1,197 | $14,571-91.8% | $8,124-85.3% | $11,426-89.5% |