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 | $52,788 | $180,449-70.7% | $154,107-65.7% | $135,375-61.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -4.90% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $13,746 | $6,035+127.8% | $5,298+159.5% | $4,779+187.6% |
| Participant deferral / active EE | $4,129 | $5,806-28.9% | $5,081-18.7% | $5,609-26.4% |
| Admin fee / account holder | $463 | $16,143-97.1% | $13,411-96.5% | $10,827-95.7% |