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 5-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 | $25,511 | $92,703-72.5% | $82,719-69.2% | $134,475-81.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -16.88% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,331 | $3,274+1.8% | $3,009+10.7% | $4,740-29.7% |
| Participant deferral / active EE | $3,781 | $4,802-21.3% | $4,395-14.0% | $6,400-40.9% |
| Admin fee / account holder | $1,565 | $5,983-73.8% | $5,329-70.6% | $11,426-86.3% |