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 | $54,133 | $92,703-41.6% | $82,719-34.6% | $134,475-59.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -17.37% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,223 | $3,274-62.7% | $3,009-59.4% | $4,740-74.2% |
| Participant deferral / active EE | $5,113 | $4,802+6.5% | $4,395+16.3% | $6,400-20.1% |
| Admin fee / account holder | $6,056 | $5,983+1.2% | $5,329+13.6% | $11,426-47.0% |