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 | $117,993 | $99,640+18.4% | $86,436+36.5% | $134,475-12.3% |
| Participation rate | 47.6% | 82.0%-34.4pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -13.24% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,430 | $7,246+16.3% | $6,952+21.3% | $6,400+31.7% |
| Admin fee / account holder | $4,531 | $8,371-45.9% | $6,731-32.7% | $11,426-60.3% |