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 | $122,159 | $138,065-11.5% | $123,544-1.1% | $135,375-9.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.14% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,789 | $5,151-65.3% | $4,628-61.3% | $4,779-62.6% |
| Participant deferral / active EE | $5,841 | $6,799-14.1% | $6,426-9.1% | $5,609+4.1% |
| Admin fee / account holder | $599 | $10,916-94.5% | $9,284-93.5% | $10,827-94.5% |