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 | $65,771 | $133,958-50.9% | $112,228-41.4% | $134,475-51.1% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -15.64% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $8,026 | $4,038+98.8% | $3,635+120.8% | $4,740+69.3% |
| Participant deferral / active EE | $6,888 | $5,291+30.2% | $4,728+45.7% | $6,400+7.6% |
| Admin fee / account holder | $39,545 | $7,489+428.1% | $6,410+516.9% | $11,426+246.1% |