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 | $174,573 | $92,703+88.3% | $82,719+111.0% | $134,475+29.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -15.57% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,377 | $3,274-58.0% | $3,009-54.2% | $4,740-71.0% |
| Participant deferral / active EE | $2,963 | $4,802-38.3% | $4,395-32.6% | $6,400-53.7% |
| Admin fee / account holder | $1,345 | $5,983-77.5% | $5,329-74.8% | $11,426-88.2% |