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 | $70,040 | $92,703-24.4% | $82,719-15.3% | $134,475-47.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.34% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,219 | $3,274-62.8% | $3,009-59.5% | $4,740-74.3% |
| Participant deferral / active EE | $1,763 | $4,802-63.3% | $4,395-59.9% | $6,400-72.5% |
| Admin fee / account holder | $33,417 | $5,983+458.6% | $5,329+527.1% | $11,426+192.5% |