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 | $89,182 | $88,594+0.7% | $70,092+27.2% | $134,475-33.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -18.85% | 442.67%-461.5pp | 190.73%-209.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,527 | $3,233-52.8% | $2,559-40.3% | $4,740-67.8% |
| Participant deferral / active EE | $5,607 | $4,772+17.5% | $3,849+45.7% | $6,400-12.4% |
| Admin fee / account holder | $11,486 | $10,441+10.0% | $6,267+83.3% | $11,426+0.5% |