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 | $52,137 | $92,703-43.8% | $82,719-37.0% | $134,475-61.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -12.95% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,177 | $3,274-33.5% | $3,009-27.6% | $4,740-54.1% |
| Participant deferral / active EE | $4,104 | $4,802-14.5% | $4,395-6.6% | $6,400-35.9% |
| Admin fee / account holder | $14,628 | $5,983+144.5% | $5,329+174.5% | $11,426+28.0% |