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 | $108,320 | $180,449-40.0% | $154,107-29.7% | $135,375-20.0% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -4.16% | 888.09%-892.2pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,260 | $6,035-62.6% | $5,298-57.3% | $4,779-52.7% |
| Participant deferral / active EE | $4,037 | $5,806-30.5% | $5,081-20.5% | $5,609-28.0% |
| Admin fee / account holder | $1,024 | $16,143-93.7% | $13,411-92.4% | $10,827-90.5% |