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 | $65,487 | $90,600-27.7% | $79,464-17.6% | $135,375-51.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.02% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,538 | $3,068-49.9% | $2,800-45.1% | $4,779-67.8% |
| Participant deferral / active EE | $1,538 | $4,050-62.0% | $3,704-58.5% | $5,609-72.6% |
| Admin fee / account holder | $26,117 | $5,907+342.2% | $5,113+410.8% | $10,827+141.2% |