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 | $106,120 | $92,703+14.5% | $82,719+28.3% | $134,475-21.1% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -16.61% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,106 | $3,274-66.2% | $3,009-63.3% | $4,740-76.7% |
| Participant deferral / active EE | $1,417 | $4,802-70.5% | $4,395-67.8% | $6,400-77.9% |
| Admin fee / account holder | $1,282 | $5,983-78.6% | $5,329-75.9% | $11,426-88.8% |