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 4-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 | $81,059 | $92,703-12.6% | $82,719-2.0% | $134,475-39.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.75% | 944.92%-954.7pp | 701.18%-710.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $18,234 | $3,274+457.0% | $3,009+506.0% | $4,740+284.7% |
| Participant deferral / active EE | $11,875 | $4,802+147.3% | $4,395+170.2% | $6,400+85.6% |
| Admin fee / account holder | $849 | $5,983-85.8% | $5,329-84.1% | $11,426-92.6% |