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 | $135,689 | $92,703+46.4% | $82,719+64.0% | $134,475+0.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.71% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,471 | $3,274-55.1% | $3,009-51.1% | $4,740-69.0% |
| Participant deferral / active EE | $4,388 | $4,802-8.6% | $4,395-0.2% | $6,400-31.4% |
| Admin fee / account holder | $14,676 | $5,983+145.3% | $5,329+175.4% | $11,426+28.4% |