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 | $26,952 | $138,044-80.5% | $125,339-78.5% | $134,475-80.0% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -9.89% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $4,875 | $5,243-7.0% | $4,814+1.3% | $4,740+2.9% |
| Participant deferral / active EE | $6,933 | $7,799-11.1% | $7,446-6.9% | $6,400+8.3% |
| Admin fee / account holder | $6,039 | $11,571-47.8% | $10,010-39.7% | $11,426-47.1% |