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 | $40,802 | $180,449-77.4% | $154,107-73.5% | $135,375-69.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.45% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,878 | $6,035-35.7% | $5,298-26.8% | $4,779-18.9% |
| Participant deferral / active EE | $6,314 | $5,806+8.7% | $5,081+24.3% | $5,609+12.6% |
| Admin fee / account holder | $5,014 | $16,143-68.9% | $13,411-62.6% | $10,827-53.7% |