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 | $118,797 | $135,635-12.4% | $110,238+7.8% | $135,375-12.2% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.8%-25.7pp | 82.6%-28.5pp |
| Annual return | -5.51% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,897 | $4,906-61.3% | $3,826-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $3,537 | $5,506-35.8% | $4,672-24.3% | $5,609-36.9% |
| Admin fee / account holder | $3,820 | $11,457-66.7% | $8,547-55.3% | $10,827-64.7% |