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 | $125,387 | $135,635-7.6% | $110,238+13.7% | $135,375-7.4% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -8.01% | 513.19%-521.2pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,020 | $4,906-79.2% | $3,826-73.4% | $4,779-78.7% |
| Participant deferral / active EE | $6,886 | $5,506+25.0% | $4,672+47.4% | $5,609+22.8% |
| Admin fee / account holder | $1,183 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |