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 | $129,064 | $138,065-6.5% | $123,544+4.5% | $135,375-4.7% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -6.90% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,415 | $5,151-72.5% | $4,628-69.4% | $4,779-70.4% |
| Participant deferral / active EE | $3,962 | $6,799-41.7% | $6,426-38.3% | $5,609-29.4% |
| Admin fee / account holder | $3,518 | $10,916-67.8% | $9,284-62.1% | $10,827-67.5% |