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 | $87,076 | $92,703-6.1% | $82,719+5.3% | $134,475-35.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.78% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,841 | $3,274+17.3% | $3,009+27.7% | $4,740-19.0% |
| Participant deferral / active EE | $5,447 | $4,802+13.4% | $4,395+23.9% | $6,400-14.9% |
| Admin fee / account holder | $7,684 | $5,983+28.4% | $5,329+44.2% | $11,426-32.8% |