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 | $164,642 | $190,805-13.7% | $159,960+2.9% | $134,475+22.4% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -16.31% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,578 | $4,995-48.4% | $4,226-39.0% | $4,740-45.6% |
| Participant deferral / active EE | $8,302 | $6,923+19.9% | $6,182+34.3% | $6,400+29.7% |
| Admin fee / account holder | $5,541 | $10,471-47.1% | $8,698-36.3% | $11,426-51.5% |