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 | $105,786 | $160,055-33.9% | $140,016-24.4% | $135,375-21.9% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -6.34% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,146 | $6,420-66.6% | $5,606-61.7% | $4,779-55.1% |
| Participant deferral / active EE | $2,914 | $7,642-61.9% | $6,927-57.9% | $5,609-48.0% |
| Admin fee / account holder | $1,617 | $13,328-87.9% | $10,705-84.9% | $10,827-85.1% |