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 | $89,288 | $92,703-3.7% | $82,719+7.9% | $134,475-33.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -10.06% | 944.92%-955.0pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,412 | $3,274-56.9% | $3,009-53.1% | $4,740-70.2% |
| Participant deferral / active EE | $1,733 | $4,802-63.9% | $4,395-60.6% | $6,400-72.9% |
| Admin fee / account holder | $794 | $5,983-86.7% | $5,329-85.1% | $11,426-93.1% |