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 | $46,484 | $138,044-66.3% | $125,339-62.9% | $134,475-65.4% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -17.18% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,073 | $5,243-79.5% | $4,814-77.7% | $4,740-77.4% |
| Participant deferral / active EE | $2,950 | $7,799-62.2% | $7,446-60.4% | $6,400-53.9% |
| Admin fee / account holder | $11,641 | $11,571+0.6% | $10,010+16.3% | $11,426+1.9% |