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 | $140,457 | $88,594+58.5% | $70,092+100.4% | $134,475+4.4% |
| Participation rate | 42.1% | 74.9%-32.8pp | 70.5%-28.4pp | 81.2%-39.1pp |
| Annual return | -16.26% | 442.67%-458.9pp | 190.73%-207.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $806 | $3,233-75.1% | $2,559-68.5% | $4,740-83.0% |
| Participant deferral / active EE | $4,856 | $4,772+1.7% | $3,849+26.2% | $6,400-24.1% |
| Admin fee / account holder | $1,289 | $10,441-87.7% | $6,267-79.4% | $11,426-88.7% |