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 6-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 | $10,879 | $92,703-88.3% | $82,719-86.8% | $134,475-91.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.20% | 944.92%-954.1pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,816 | $3,274+16.6% | $3,009+26.8% | $4,740-19.5% |
| Participant deferral / active EE | $9,540 | $4,802+98.7% | $4,395+117.1% | $6,400+49.1% |
| Admin fee / account holder | $30,852 | $5,983+415.7% | $5,329+478.9% | $11,426+170.0% |