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 | $149,280 | $190,805-21.8% | $159,960-6.7% | $134,475+11.0% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.67% | 552.23%-565.9pp | 408.60%-422.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,607 | $4,995-27.8% | $4,226-14.7% | $4,740-23.9% |
| Participant deferral / active EE | $6,850 | $6,923-1.1% | $6,182+10.8% | $6,400+7.0% |
| Admin fee / account holder | $117,139 | $10,471+1018.7% | $8,698+1246.8% | $11,426+925.2% |