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 | $140,545 | $92,703+51.6% | $82,719+69.9% | $134,475+4.5% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -13.85% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $10,532 | $3,274+221.7% | $3,009+250.0% | $4,740+122.2% |
| Participant deferral / active EE | $4,651 | $4,802-3.1% | $4,395+5.8% | $6,400-27.3% |
| Admin fee / account holder | $1,407 | $5,983-76.5% | $5,329-73.6% | $11,426-87.7% |