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 5-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 | $137,347 | $190,805-28.0% | $159,960-14.1% | $134,475+2.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.67% | 552.23%-566.9pp | 408.60%-423.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,331 | $4,995-53.3% | $4,226-44.8% | $4,740-50.8% |
| Participant deferral / active EE | $7,077 | $6,923+2.2% | $6,182+14.5% | $6,400+10.6% |
| Admin fee / account holder | $43,186 | $10,471+312.4% | $8,698+396.5% | $11,426+278.0% |