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 | $86,901 | $88,594-1.9% | $70,092+24.0% | $134,475-35.4% |
| Participation rate | 61.5% | 74.9%-13.4pp | 70.5%-8.9pp | 81.2%-19.7pp |
| Annual return | -16.22% | 442.67%-458.9pp | 190.73%-207.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,839 | $3,233-43.1% | $2,559-28.1% | $4,740-61.2% |
| Participant deferral / active EE | $2,074 | $4,772-56.5% | $3,849-46.1% | $6,400-67.6% |
| Admin fee / account holder | $675 | $10,441-93.5% | $6,267-89.2% | $11,426-94.1% |