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 | $89,720 | $106,543-15.8% | $91,220-1.6% | $134,475-33.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -17.59% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,661 | $3,331-50.1% | $2,850-41.7% | $4,740-65.0% |
| Participant deferral / active EE | $6,330 | $4,719+34.1% | $4,234+49.5% | $6,400-1.1% |
| Admin fee / account holder | $667 | $6,231-89.3% | $5,420-87.7% | $11,426-94.2% |