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 | $66,775 | $92,703-28.0% | $82,719-19.3% | $134,475-50.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -14.93% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,845 | $3,274+109.1% | $3,009+127.5% | $4,740+44.4% |
| Participant deferral / active EE | $4,480 | $4,802-6.7% | $4,395+1.9% | $6,400-30.0% |
| Admin fee / account holder | $2,107 | $5,983-64.8% | $5,329-60.5% | $11,426-81.6% |