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 | $106,853 | $92,703+15.3% | $82,719+29.2% | $134,475-20.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -12.26% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,659 | $3,274-49.3% | $3,009-44.9% | $4,740-65.0% |
| Participant deferral / active EE | $3,441 | $4,802-28.3% | $4,395-21.7% | $6,400-46.2% |
| Admin fee / account holder | $16,169 | $5,983+170.3% | $5,329+203.4% | $11,426+41.5% |