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 | $77,544 | $138,044-43.8% | $125,339-38.1% | $134,475-42.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.83% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,689 | $5,243-67.8% | $4,814-64.9% | $4,740-64.4% |
| Participant deferral / active EE | $7,121 | $7,799-8.7% | $7,446-4.4% | $6,400+11.3% |
| Admin fee / account holder | $8,801 | $11,571-23.9% | $10,010-12.1% | $11,426-23.0% |