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 | $71,404 | $92,703-23.0% | $82,719-13.7% | $134,475-46.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -13.14% | 944.92%-958.1pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,080 | $3,274-5.9% | $3,009+2.4% | $4,740-35.0% |
| Participant deferral / active EE | $5,384 | $4,802+12.1% | $4,395+22.5% | $6,400-15.9% |
| Admin fee / account holder | $703 | $5,983-88.2% | $5,329-86.8% | $11,426-93.8% |