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 | $144,783 | $180,449-19.8% | $154,107-6.1% | $135,375+6.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.32% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,359 | $6,035-60.9% | $5,298-55.5% | $4,779-50.6% |
| Participant deferral / active EE | $4,934 | $5,806-15.0% | $5,081-2.9% | $5,609-12.0% |
| Admin fee / account holder | $959 | $16,143-94.1% | $13,411-92.9% | $10,827-91.1% |