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 | $147,503 | $135,635+8.8% | $110,238+33.8% | $135,375+9.0% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.81% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,796 | $4,906-63.4% | $3,826-53.1% | $4,779-62.4% |
| Participant deferral / active EE | $2,916 | $5,506-47.0% | $4,672-37.6% | $5,609-48.0% |
| Admin fee / account holder | $616 | $11,457-94.6% | $8,547-92.8% | $10,827-94.3% |