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 | $172,161 | $190,805-9.8% | $159,960+7.6% | $134,475+28.0% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -16.41% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,500 | $4,995-50.0% | $4,226-40.8% | $4,740-47.3% |
| Participant deferral / active EE | $2,809 | $6,923-59.4% | $6,182-54.6% | $6,400-56.1% |
| Admin fee / account holder | $433 | $10,471-95.9% | $8,698-95.0% | $11,426-96.2% |