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 | $116,723 | $99,640+17.1% | $86,436+35.0% | $134,475-13.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.05% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $974 | $4,400-77.9% | $3,769-74.1% | $4,740-79.4% |
| Participant deferral / active EE | $7,084 | $7,246-2.2% | $6,952+1.9% | $6,400+10.7% |
| Admin fee / account holder | $9,661 | $8,371+15.4% | $6,731+43.5% | $11,426-15.5% |