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 | $77,563 | $88,594-12.5% | $70,092+10.7% | $134,475-42.3% |
| Participation rate | 61.5% | 74.9%-13.4pp | 70.5%-8.9pp | 81.2%-19.7pp |
| Annual return | -12.93% | 442.67%-455.6pp | 190.73%-203.7pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,090 | $3,233-35.3% | $2,559-18.3% | $4,740-55.9% |
| Participant deferral / active EE | $6,064 | $4,772+27.1% | $3,849+57.6% | $6,400-5.2% |
| Admin fee / account holder | $4,345 | $10,441-58.4% | $6,267-30.7% | $11,426-62.0% |