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 | $67,046 | $138,044-51.4% | $125,339-46.5% | $134,475-50.1% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -13.81% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,641 | $5,243-68.7% | $4,814-65.9% | $4,740-65.4% |
| Participant deferral / active EE | $5,114 | $7,799-34.4% | $7,446-31.3% | $6,400-20.1% |
| Admin fee / account holder | $49,514 | $11,571+327.9% | $10,010+394.7% | $11,426+333.3% |