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 | $75,829 | $97,757-22.4% | $83,848-9.6% | $135,375-44.0% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -9.57% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,321 | $4,222-68.7% | $3,631-63.6% | $4,779-72.4% |
| Participant deferral / active EE | $2,985 | $4,682-36.3% | $4,082-26.9% | $5,609-46.8% |
| Admin fee / account holder | $1,875 | $6,674-71.9% | $5,478-65.8% | $10,827-82.7% |