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 7-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 | $82,380 | $92,703-11.1% | $82,719-0.4% | $134,475-38.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -20.59% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,750 | $3,274+14.5% | $3,009+24.6% | $4,740-20.9% |
| Participant deferral / active EE | $14,063 | $4,802+192.9% | $4,395+220.0% | $6,400+119.7% |
| Admin fee / account holder | $368 | $5,983-93.8% | $5,329-93.1% | $11,426-96.8% |