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 | $56,881 | $138,044-58.8% | $125,339-54.6% | $134,475-57.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.93% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,634 | $5,243-68.8% | $4,814-66.1% | $4,740-65.5% |
| Participant deferral / active EE | $8,067 | $7,799+3.4% | $7,446+8.3% | $6,400+26.0% |
| Admin fee / account holder | $2,408 | $11,571-79.2% | $10,010-75.9% | $11,426-78.9% |