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 | $90,100 | $92,703-2.8% | $82,719+8.9% | $134,475-33.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,134 | $3,274-34.8% | $3,009-29.1% | $4,740-55.0% |
| Participant deferral / active EE | $4,383 | $4,802-8.7% | $4,395-0.3% | $6,400-31.5% |
| Admin fee / account holder | $128,303 | $5,983+2044.6% | $5,329+2307.7% | $11,426+1022.9% |