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 | $189,072 | $88,594+113.4% | $70,092+169.7% | $134,475+40.6% |
| Participation rate | 57.1% | 74.9%-17.8pp | 70.5%-13.3pp | 81.2%-24.1pp |
| Annual return | -17.94% | 442.67%-460.6pp | 190.73%-208.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,897 | $3,233-41.3% | $2,559-25.9% | $4,740-60.0% |
| Participant deferral / active EE | $8,495 | $4,772+78.0% | $3,849+120.7% | $6,400+32.7% |
| Admin fee / account holder | $806 | $10,441-92.3% | $6,267-87.1% | $11,426-92.9% |