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 | $58,352 | $106,543-45.2% | $91,220-36.0% | $134,475-56.6% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -18.12% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,067 | $3,331-68.0% | $2,850-62.6% | $4,740-77.5% |
| Participant deferral / active EE | $1,334 | $4,719-71.7% | $4,234-68.5% | $6,400-79.2% |
| Admin fee / account holder | $14,522 | $6,231+133.1% | $5,420+167.9% | $11,426+27.1% |