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 | $47,398 | $84,402-43.8% | $61,373-22.8% | $134,475-64.8% |
| Participation rate | 52.2% | 62.2%-10.0pp | 52.6%-0.4pp | 81.2%-29.0pp |
| Annual return | -16.77% | 584.55%-601.3pp | 338.61%-355.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,488 | $1,544-3.6% | $1,159+28.4% | $4,740-68.6% |
| Participant deferral / active EE | $6,963 | $2,819+147.0% | $2,125+227.7% | $6,400+8.8% |
| Admin fee / account holder | $23,608 | $2,585+813.2% | $2,130+1008.5% | $11,426+106.6% |