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 | $80,191 | $106,543-24.7% | $91,220-12.1% | $134,475-40.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.07% | 160.60%-179.7pp | 114.01%-133.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,155 | $3,331-35.3% | $2,850-24.4% | $4,740-54.5% |
| Participant deferral / active EE | $6,966 | $4,719+47.6% | $4,234+64.5% | $6,400+8.8% |
| Admin fee / account holder | $2,963 | $6,231-52.4% | $5,420-45.3% | $11,426-74.1% |