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 | $128,341 | $138,044-7.0% | $125,339+2.4% | $134,475-4.6% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -10.83% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,639 | $5,243-68.7% | $4,814-66.0% | $4,740-65.4% |
| Participant deferral / active EE | $3,902 | $7,799-50.0% | $7,446-47.6% | $6,400-39.0% |
| Admin fee / account holder | $2,351 | $11,571-79.7% | $10,010-76.5% | $11,426-79.4% |