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 | $116,101 | $67,331+72.4% | $60,874+90.7% | $134,475-13.7% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.1%-19.8pp | 81.2%-27.9pp |
| Annual return | -17.68% | 49.93%-67.6pp | 16.90%-34.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,487 | $4,538-45.2% | $3,817-34.8% | $6,400-61.1% |
| Admin fee / account holder | $39,957 | $4,582+772.0% | $3,224+1139.3% | $11,426+249.7% |