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 | $73,888 | $90,600-18.4% | $79,464-7.0% | $135,375-45.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -9.02% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,656 | $3,068-46.0% | $2,800-40.8% | $4,779-65.3% |
| Participant deferral / active EE | $4,793 | $4,050+18.3% | $3,704+29.4% | $5,609-14.5% |
| Admin fee / account holder | $841 | $5,907-85.8% | $5,113-83.5% | $10,827-92.2% |