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 | $79,915 | $160,055-50.1% | $140,016-42.9% | $135,375-41.0% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -7.27% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,395 | $6,420-78.3% | $5,606-75.1% | $4,779-70.8% |
| Participant deferral / active EE | $7,767 | $7,642+1.6% | $6,927+12.1% | $5,609+38.5% |
| Admin fee / account holder | $1,911 | $13,328-85.7% | $10,705-82.1% | $10,827-82.3% |