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 | $93,935 | $84,402+11.3% | $61,373+53.1% | $134,475-30.1% |
| Participation rate | 41.2% | 62.2%-21.0pp | 52.6%-11.4pp | 81.2%-40.0pp |
| Annual return | -11.06% | 584.55%-595.6pp | 338.61%-349.7pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,810 | $1,544+146.7% | $1,159+228.7% | $4,740-19.6% |
| Participant deferral / active EE | $5,937 | $2,819+110.6% | $2,125+179.4% | $6,400-7.2% |
| Admin fee / account holder | $4,099 | $2,585+58.6% | $2,130+92.5% | $11,426-64.1% |