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 | $92,951 | $99,640-6.7% | $86,436+7.5% | $134,475-30.9% |
| Participation rate | 60.9% | 82.0%-21.2pp | 80.3%-19.5pp | 81.2%-20.4pp |
| Annual return | -18.71% | 6782.58%-6801.3pp | 4394.89%-4413.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,404 | $4,400-68.1% | $3,769-62.7% | $4,740-70.4% |
| Participant deferral / active EE | $7,457 | $7,246+2.9% | $6,952+7.3% | $6,400+16.5% |
| Admin fee / account holder | $3,280 | $8,371-60.8% | $6,731-51.3% | $11,426-71.3% |