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 | $56,003 | $84,402-33.6% | $61,373-8.7% | $134,475-58.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.00% | 584.55%-600.5pp | 338.61%-354.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,327 | $1,544+50.7% | $1,159+100.7% | $4,740-50.9% |
| Participant deferral / active EE | $4,712 | $2,819+67.1% | $2,125+121.7% | $6,400-26.4% |
| Admin fee / account holder | $312 | $2,585-88.0% | $2,130-85.4% | $11,426-97.3% |