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 | $112,688 | $160,055-29.6% | $140,016-19.5% | $135,375-16.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.55% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,192 | $6,420-50.3% | $5,606-43.1% | $4,779-33.2% |
| Participant deferral / active EE | $5,785 | $7,642-24.3% | $6,927-16.5% | $5,609+3.1% |
| Admin fee / account holder | $1,193 | $13,328-91.0% | $10,705-88.9% | $10,827-89.0% |