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 | $40,091 | $90,600-55.7% | $79,464-49.5% | $135,375-70.4% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 82.6%-17.6pp |
| Annual return | -2.98% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,769 | $3,068-42.3% | $2,800-36.8% | $4,779-63.0% |
| Participant deferral / active EE | $4,552 | $4,050+12.4% | $3,704+22.9% | $5,609-18.8% |
| Admin fee / account holder | $19,563 | $5,907+231.2% | $5,113+282.6% | $10,827+80.7% |