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 | $18,657 | $90,600-79.4% | $79,464-76.5% | $135,375-86.2% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -0.07% | 977.43%-977.5pp | 718.14%-718.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,001 | $3,068-67.4% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $1,894 | $4,050-53.2% | $3,704-48.9% | $5,609-66.2% |
| Admin fee / account holder | $14,330 | $5,907+142.6% | $5,113+180.3% | $10,827+32.4% |