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 | $84,198 | $92,703-9.2% | $82,719+1.8% | $134,475-37.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.59% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,214 | $3,274+28.7% | $3,009+40.0% | $4,740-11.1% |
| Participant deferral / active EE | $4,544 | $4,802-5.4% | $4,395+3.4% | $6,400-29.0% |
| Admin fee / account holder | $3,748 | $5,983-37.3% | $5,329-29.7% | $11,426-67.2% |