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 9-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 | $33,003 | $99,640-66.9% | $86,436-61.8% | $134,475-75.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.05% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,677 | $4,400-16.4% | $3,769-2.4% | $4,740-22.4% |
| Participant deferral / active EE | $8,188 | $7,246+13.0% | $6,952+17.8% | $6,400+27.9% |
| Admin fee / account holder | $20,226 | $8,371+141.6% | $6,731+200.5% | $11,426+77.0% |