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 | $95,479 | $88,594+7.8% | $70,092+36.2% | $134,475-29.0% |
| Participation rate | 61.1% | 74.9%-13.8pp | 70.5%-9.4pp | 81.2%-20.1pp |
| Annual return | -7.17% | 442.67%-449.8pp | 190.73%-197.9pp | 417.96%-425.1pp |
| Employer contribution / active EE | $362 | $3,233-88.8% | $2,559-85.9% | $4,740-92.4% |
| Participant deferral / active EE | $2,281 | $4,772-52.2% | $3,849-40.7% | $6,400-64.4% |
| Admin fee / account holder | $1,920 | $10,441-81.6% | $6,267-69.4% | $11,426-83.2% |