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 | $85,938 | $92,703-7.3% | $82,719+3.9% | $134,475-36.1% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -15.81% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,748 | $3,274-46.6% | $3,009-41.9% | $4,740-63.1% |
| Participant deferral / active EE | $3,752 | $4,802-21.9% | $4,395-14.6% | $6,400-41.4% |
| Admin fee / account holder | $628 | $5,983-89.5% | $5,329-88.2% | $11,426-94.5% |