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 | $160,135 | $138,044+16.0% | $125,339+27.8% | $134,475+19.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.47% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,904 | $5,243-63.7% | $4,814-60.4% | $4,740-59.8% |
| Participant deferral / active EE | $8,019 | $7,799+2.8% | $7,446+7.7% | $6,400+25.3% |
| Admin fee / account holder | $4,298 | $11,571-62.9% | $10,010-57.1% | $11,426-62.4% |