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 | $140,603 | $90,600+55.2% | $79,464+76.9% | $135,375+3.9% |
| Participation rate | 57.9% | 76.0%-18.2pp | 73.3%-15.5pp | 82.6%-24.7pp |
| Annual return | -3.92% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,975 | $3,068-35.6% | $2,800-29.5% | $4,779-58.7% |
| Participant deferral / active EE | $5,394 | $4,050+33.2% | $3,704+45.6% | $5,609-3.8% |
| Admin fee / account holder | $28,009 | $5,907+374.2% | $5,113+447.8% | $10,827+158.7% |