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 | $44,889 | $84,695-47.0% | $73,843-39.2% | $125,391-64.2% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -1.68% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $4,202 | $3,123+34.6% | $2,787+50.8% | $4,866-13.6% |
| Participant deferral / active EE | $4,028 | $3,992+0.9% | $3,583+12.4% | $5,352-24.7% |
| Admin fee / account holder | $19,266 | $5,691+238.5% | $4,880+294.8% | $9,540+101.9% |