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 | $91,499 | $90,600+1.0% | $79,464+15.1% | $135,375-32.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.39% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,938 | $3,068-36.8% | $2,800-30.8% | $4,779-59.4% |
| Participant deferral / active EE | $12,789 | $4,050+215.8% | $3,704+245.3% | $5,609+128.0% |
| Admin fee / account holder | $2,121 | $5,907-64.1% | $5,113-58.5% | $10,827-80.4% |