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 | $95,175 | $160,055-40.5% | $140,016-32.0% | $135,375-29.7% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -7.74% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,016 | $6,420-68.6% | $5,606-64.0% | $4,779-57.8% |
| Participant deferral / active EE | $4,850 | $7,642-36.5% | $6,927-30.0% | $5,609-13.5% |
| Admin fee / account holder | $683 | $13,328-94.9% | $10,705-93.6% | $10,827-93.7% |