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 | $50,828 | $91,538-44.5% | $129,995-60.9% | $75,163-32.4% |
| Participation rate | 43.8% | 71.4%-27.6pp | 78.5%-34.7pp | 67.2%-23.4pp |
| Annual return | 21.77% | -631.11%+652.9pp | -137.18%+158.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,166 | $2,845-59.0% | $4,320-73.0% | $2,670-56.3% |
| Participant deferral / active EE | $2,562 | $4,341-41.0% | $5,820-56.0% | $4,125-37.9% |
| Admin fee / account holder | $1,154 | $6,790-83.0% | $10,614-89.1% | $5,651-79.6% |