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 | $168,900 | $190,805-11.5% | $159,960+5.6% | $134,475+25.6% |
| Participation rate | 69.2% | 81.9%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -15.44% | 552.23%-567.7pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,526 | $4,995-49.4% | $4,226-40.2% | $4,740-46.7% |
| Participant deferral / active EE | $8,943 | $6,923+29.2% | $6,182+44.7% | $6,400+39.7% |
| Admin fee / account holder | $18,114 | $10,471+73.0% | $8,698+108.3% | $11,426+58.5% |