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 | $122,694 | $138,044-11.1% | $125,339-2.1% | $134,475-8.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.48% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,804 | $5,243-8.4% | $4,814-0.2% | $4,740+1.4% |
| Participant deferral / active EE | $10,127 | $7,799+29.9% | $7,446+36.0% | $6,400+58.2% |
| Admin fee / account holder | $9,664 | $11,571-16.5% | $10,010-3.5% | $11,426-15.4% |