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 | $86,722 | $138,044-37.2% | $125,339-30.8% | $134,475-35.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.58% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,627 | $5,243-49.9% | $4,814-45.4% | $4,740-44.6% |
| Participant deferral / active EE | $7,658 | $7,799-1.8% | $7,446+2.8% | $6,400+19.7% |
| Admin fee / account holder | $2,090 | $11,571-81.9% | $10,010-79.1% | $11,426-81.7% |