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 | $93,347 | $160,055-41.7% | $140,016-33.3% | $135,375-31.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.09% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,760 | $6,420-25.9% | $5,606-15.1% | $4,779-0.4% |
| Participant deferral / active EE | $9,775 | $7,642+27.9% | $6,927+41.1% | $5,609+74.3% |
| Admin fee / account holder | $53,642 | $13,328+302.5% | $10,705+401.1% | $10,827+395.4% |