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 | $54,426 | $92,703-41.3% | $82,719-34.2% | $134,475-59.5% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.8pp | 81.2%-16.5pp |
| Annual return | -15.43% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,664 | $3,274-49.2% | $3,009-44.7% | $4,740-64.9% |
| Participant deferral / active EE | $4,493 | $4,802-6.4% | $4,395+2.2% | $6,400-29.8% |
| Admin fee / account holder | $6,569 | $5,983+9.8% | $5,329+23.3% | $11,426-42.5% |