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 | $156,953 | $168,632-6.9% | $147,614+6.3% | $125,391+25.2% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -3.17% | 77.65%-80.8pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $5,569 | $6,252-10.9% | $5,564+0.1% | $4,866+14.5% |
| Participant deferral / active EE | $3,908 | $5,507-29.0% | $4,895-20.2% | $5,352-27.0% |
| Admin fee / account holder | $6,746 | $13,580-50.3% | $11,611-41.9% | $9,540-29.3% |