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 | $86,662 | $180,449-52.0% | $154,107-43.8% | $135,375-36.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.88% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $12,893 | $6,035+113.6% | $5,298+143.4% | $4,779+169.8% |
| Participant deferral / active EE | $12,813 | $5,806+120.7% | $5,081+152.2% | $5,609+128.5% |
| Admin fee / account holder | $5,911 | $16,143-63.4% | $13,411-55.9% | $10,827-45.4% |