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 | $109,435 | $92,703+18.0% | $82,719+32.3% | $134,475-18.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -18.18% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,067 | $3,274-36.9% | $3,009-31.3% | $4,740-56.4% |
| Participant deferral / active EE | $4,297 | $4,802-10.5% | $4,395-2.2% | $6,400-32.9% |
| Admin fee / account holder | $3,356 | $5,983-43.9% | $5,329-37.0% | $11,426-70.6% |