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 | $82,105 | $160,055-48.7% | $140,016-41.4% | $135,375-39.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -4.80% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,902 | $6,420-8.1% | $5,606+5.3% | $4,779+23.5% |
| Participant deferral / active EE | $10,781 | $7,642+41.1% | $6,927+55.6% | $5,609+92.2% |
| Admin fee / account holder | $31,165 | $13,328+133.8% | $10,705+191.1% | $10,827+187.8% |