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 | $83,778 | $138,044-39.3% | $125,339-33.2% | $134,475-37.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.30% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,105 | $5,243-2.6% | $4,814+6.1% | $4,740+7.7% |
| Participant deferral / active EE | $9,521 | $7,799+22.1% | $7,446+27.9% | $6,400+48.8% |
| Admin fee / account holder | $26,090 | $11,571+125.5% | $10,010+160.6% | $11,426+128.3% |