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 | $90,662 | $190,805-52.5% | $159,960-43.3% | $134,475-32.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -12.52% | 552.23%-564.8pp | 408.60%-421.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $7,656 | $4,995+53.3% | $4,226+81.2% | $4,740+61.5% |
| Participant deferral / active EE | $11,272 | $6,923+62.8% | $6,182+82.3% | $6,400+76.1% |
| Admin fee / account holder | $29,062 | $10,471+177.5% | $8,698+234.1% | $11,426+154.4% |