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 | $95,322 | $190,805-50.0% | $159,960-40.4% | $134,475-29.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.71% | 552.23%-569.9pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,442 | $4,995-51.1% | $4,226-42.2% | $4,740-48.5% |
| Participant deferral / active EE | $8,909 | $6,923+28.7% | $6,182+44.1% | $6,400+39.2% |
| Admin fee / account holder | $9,126 | $10,471-12.9% | $8,698+4.9% | $11,426-20.1% |