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 | $92,168 | $106,543-13.5% | $91,220+1.0% | $134,475-31.5% |
| Participation rate | 38.1% | 76.8%-38.7pp | 73.2%-35.1pp | 81.2%-43.1pp |
| Annual return | -17.28% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,643 | $3,331-50.7% | $2,850-42.3% | $4,740-65.3% |
| Participant deferral / active EE | $3,748 | $4,719-20.6% | $4,234-11.5% | $6,400-41.4% |
| Admin fee / account holder | $484 | $6,231-92.2% | $5,420-91.1% | $11,426-95.8% |