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 | $65,478 | $160,055-59.1% | $140,016-53.2% | $135,375-51.6% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.5%-22.5pp | 82.6%-17.6pp |
| Annual return | -2.06% | 911.38%-913.4pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,454 | $6,420-61.8% | $5,606-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $4,227 | $7,642-44.7% | $6,927-39.0% | $5,609-24.6% |
| Admin fee / account holder | $29,945 | $13,328+124.7% | $10,705+179.7% | $10,827+176.6% |