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 | $97,455 | $95,971+1.5% | $74,550+30.7% | $135,375-28.0% |
| Participation rate | 56.3% | 75.7%-19.4pp | 69.1%-12.9pp | 82.6%-26.4pp |
| Annual return | -4.39% | 56.96%-61.4pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,567 | $2,716-42.3% | $1,961-20.1% | $4,779-67.2% |
| Participant deferral / active EE | $2,371 | $3,843-38.3% | $3,108-23.7% | $5,609-57.7% |
| Admin fee / account holder | $869 | $6,522-86.7% | $5,060-82.8% | $10,827-92.0% |