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 | $93,458 | $84,402+10.7% | $61,373+52.3% | $134,475-30.5% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.83% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,743 | $1,544+12.8% | $1,159+50.3% | $4,740-63.2% |
| Participant deferral / active EE | $1,743 | $2,819-38.2% | $2,125-18.0% | $6,400-72.8% |
| Admin fee / account holder | $8,482 | $2,585+228.1% | $2,130+298.3% | $11,426-25.8% |