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 | $51,681 | $90,600-43.0% | $79,464-35.0% | $135,375-61.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -0.65% | 977.43%-978.1pp | 718.14%-718.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $4,200 | $3,068+36.9% | $2,800+50.0% | $4,779-12.1% |
| Participant deferral / active EE | $12,167 | $4,050+200.4% | $3,704+228.5% | $5,609+116.9% |
| Admin fee / account holder | $233,358 | $5,907+3850.7% | $5,113+4464.1% | $10,827+2055.3% |