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 | $97,917 | $97,757+0.2% | $83,848+16.8% | $135,375-27.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.82% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $6,370 | $4,682+36.1% | $4,082+56.1% | $5,609+13.6% |
| Admin fee / account holder | $348 | $6,674-94.8% | $5,478-93.6% | $10,827-96.8% |