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 | $100,583 | $135,635-25.8% | $110,238-8.8% | $135,375-25.7% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -7.94% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,833 | $4,906-62.6% | $3,826-52.1% | $4,779-61.7% |
| Participant deferral / active EE | $3,962 | $5,506-28.0% | $4,672-15.2% | $5,609-29.4% |
| Admin fee / account holder | $1,595 | $11,457-86.1% | $8,547-81.3% | $10,827-85.3% |