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 | $147,952 | $99,640+48.5% | $86,436+71.2% | $134,475+10.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.57% | 6782.58%-6803.1pp | 4394.89%-4415.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,180 | $4,400-73.2% | $3,769-68.7% | $4,740-75.1% |
| Participant deferral / active EE | $3,483 | $7,246-51.9% | $6,952-49.9% | $6,400-45.6% |
| Admin fee / account holder | $1,498 | $8,371-82.1% | $6,731-77.7% | $11,426-86.9% |