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 | $69,227 | $84,402-18.0% | $61,373+12.8% | $134,475-48.5% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -15.60% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,099 | $1,544-28.8% | $1,159-5.2% | $4,740-76.8% |
| Participant deferral / active EE | $4,298 | $2,819+52.5% | $2,125+102.3% | $6,400-32.8% |
| Admin fee / account holder | $486 | $2,585-81.2% | $2,130-77.2% | $11,426-95.7% |