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 | $17,133 | $90,600-81.1% | $79,464-78.4% | $135,375-87.3% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -2.39% | 977.43%-979.8pp | 718.14%-720.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,601 | $3,068+50.0% | $2,800+64.3% | $4,779-3.7% |
| Participant deferral / active EE | $5,968 | $4,050+47.3% | $3,704+61.1% | $5,609+6.4% |
| Admin fee / account holder | $47,266 | $5,907+700.2% | $5,113+824.4% | $10,827+336.6% |