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 | $149,459 | $180,449-17.2% | $154,107-3.0% | $135,375+10.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -2.95% | 888.09%-891.0pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,931 | $6,035-68.0% | $5,298-63.6% | $4,779-59.6% |
| Participant deferral / active EE | $5,944 | $5,806+2.4% | $5,081+17.0% | $5,609+6.0% |
| Admin fee / account holder | $67,676 | $16,143+319.2% | $13,411+404.6% | $10,827+525.1% |