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 | $93,988 | $99,640-5.7% | $86,436+8.7% | $134,475-30.1% |
| Participation rate | 53.3% | 82.0%-28.7pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -19.50% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,161 | $4,400-73.6% | $3,769-69.2% | $4,740-75.5% |
| Participant deferral / active EE | $3,360 | $7,246-53.6% | $6,952-51.7% | $6,400-47.5% |
| Admin fee / account holder | $15,471 | $8,371+84.8% | $6,731+129.8% | $11,426+35.4% |