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 | $97,132 | $92,703+4.8% | $82,719+17.4% | $134,475-27.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -8.07% | 944.92%-953.0pp | 701.18%-709.3pp | 417.96%-426.0pp |
| Employer contribution / active EE | $5,756 | $3,274+75.8% | $3,009+91.3% | $4,740+21.4% |
| Participant deferral / active EE | $14,313 | $4,802+198.1% | $4,395+225.7% | $6,400+123.6% |
| Admin fee / account holder | $26,712 | $5,983+346.5% | $5,329+401.3% | $11,426+133.8% |