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 | $94,652 | $92,703+2.1% | $82,719+14.4% | $134,475-29.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.85% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,912 | $3,274-11.1% | $3,009-3.2% | $4,740-38.6% |
| Participant deferral / active EE | $4,601 | $4,802-4.2% | $4,395+4.7% | $6,400-28.1% |
| Admin fee / account holder | $11,729 | $5,983+96.0% | $5,329+120.1% | $11,426+2.6% |