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 | $78,655 | $138,044-43.0% | $125,339-37.2% | $134,475-41.5% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -14.69% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,192 | $5,243+18.1% | $4,814+28.6% | $4,740+30.6% |
| Participant deferral / active EE | $11,053 | $7,799+41.7% | $7,446+48.4% | $6,400+72.7% |
| Admin fee / account holder | $2,463 | $11,571-78.7% | $10,010-75.4% | $11,426-78.4% |