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 | $24,845 | $84,402-70.6% | $61,373-59.5% | $134,475-81.5% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -21.10% | 584.55%-605.6pp | 338.61%-359.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,829 | $1,544+18.4% | $1,159+57.8% | $4,740-61.4% |
| Participant deferral / active EE | $2,603 | $2,819-7.6% | $2,125+22.5% | $6,400-59.3% |
| Admin fee / account holder | $28,565 | $2,585+1004.9% | $2,130+1241.3% | $11,426+150.0% |