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 | $95,081 | $84,402+12.7% | $61,373+54.9% | $134,475-29.3% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -16.19% | 584.55%-600.7pp | 338.61%-354.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,048 | $1,544-32.1% | $1,159-9.6% | $4,740-77.9% |
| Participant deferral / active EE | $2,191 | $2,819-22.3% | $2,125+3.1% | $6,400-65.8% |
| Admin fee / account holder | $616 | $2,585-76.2% | $2,130-71.1% | $11,426-94.6% |