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 | $133,140 | $84,402+57.7% | $61,373+116.9% | $134,475-1.0% |
| Participation rate | 47.4% | 62.2%-14.8pp | 52.6%-5.2pp | 81.2%-33.9pp |
| Annual return | -16.37% | 584.55%-600.9pp | 338.61%-355.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,711 | $2,819+102.6% | $2,125+168.8% | $6,400-10.8% |
| Admin fee / account holder | $3,571 | $2,585+38.1% | $2,130+67.7% | $11,426-68.7% |