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 | $62,181 | $90,600-31.4% | $79,464-21.7% | $135,375-54.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.34% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $11,456 | $3,068+273.4% | $2,800+309.1% | $4,779+139.7% |
| Participant deferral / active EE | $22,590 | $4,050+457.7% | $3,704+509.9% | $5,609+302.8% |
| Admin fee / account holder | $96,126 | $5,907+1527.4% | $5,113+1780.0% | $10,827+787.8% |