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 | $102,822 | $84,402+21.8% | $61,373+67.5% | $134,475-23.5% |
| Participation rate | 46.2% | 62.2%-16.0pp | 52.6%-6.4pp | 81.2%-35.1pp |
| Annual return | -8.57% | 584.55%-593.1pp | 338.61%-347.2pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,135 | $1,544-26.5% | $1,159-2.1% | $4,740-76.1% |
| Participant deferral / active EE | $2,909 | $2,819+3.2% | $2,125+36.9% | $6,400-54.5% |
| Admin fee / account holder | $75,495 | $2,585+2820.3% | $2,130+3444.9% | $11,426+560.7% |