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 | $92,208 | $92,703-0.5% | $82,719+11.5% | $134,475-31.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -9.65% | 944.92%-954.6pp | 701.18%-710.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,885 | $3,274-11.9% | $3,009-4.1% | $4,740-39.1% |
| Participant deferral / active EE | $3,868 | $4,802-19.4% | $4,395-12.0% | $6,400-39.6% |
| Admin fee / account holder | $2,721 | $5,983-54.5% | $5,329-48.9% | $11,426-76.2% |