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 | $147,665 | $92,703+59.3% | $82,719+78.5% | $134,475+9.8% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -13.30% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,541 | $4,802+119.5% | $4,395+139.9% | $6,400+64.7% |
| Admin fee / account holder | $1,748 | $5,983-70.8% | $5,329-67.2% | $11,426-84.7% |