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 | $111,631 | $92,703+20.4% | $82,719+35.0% | $134,475-17.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -10.85% | 944.92%-955.8pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,612 | $3,274-50.8% | $3,009-46.4% | $4,740-66.0% |
| Participant deferral / active EE | $3,674 | $4,802-23.5% | $4,395-16.4% | $6,400-42.6% |
| Admin fee / account holder | $49,381 | $5,983+725.4% | $5,329+826.7% | $11,426+332.2% |