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 | $110,589 | $84,402+31.0% | $61,373+80.2% | $134,475-17.8% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -15.95% | 584.55%-600.5pp | 338.61%-354.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,558 | $1,544+0.9% | $1,159+34.3% | $4,740-67.1% |
| Participant deferral / active EE | $4,051 | $2,819+43.7% | $2,125+90.6% | $6,400-36.7% |
| Admin fee / account holder | $459 | $2,585-82.2% | $2,130-78.4% | $11,426-96.0% |