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 | $84,523 | $104,106-18.8% | $71,086+18.9% | $135,375-37.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -11.68% | 1256.30%-1268.0pp | 650.59%-662.3pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,185 | $1,485-20.2% | $1,088+9.0% | $4,779-75.2% |
| Participant deferral / active EE | $8,752 | $2,527+246.3% | $1,874+366.9% | $5,609+56.0% |
| Admin fee / account holder | $1,590 | $4,142-61.6% | $3,082-48.4% | $10,827-85.3% |