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 | $61,049 | $92,703-34.1% | $82,719-26.2% | $134,475-54.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -17.65% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,500 | $3,274-54.2% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $2,468 | $4,802-48.6% | $4,395-43.8% | $6,400-61.4% |
| Admin fee / account holder | $6,343 | $5,983+6.0% | $5,329+19.0% | $11,426-44.5% |