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 | $42,173 | $84,402-50.0% | $61,373-31.3% | $134,475-68.6% |
| Participation rate | 69.2% | 62.2%+7.0pp | 52.6%+16.7pp | 81.2%-12.0pp |
| Annual return | -18.50% | 584.55%-603.0pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,524 | $1,544-1.3% | $1,159+31.5% | $4,740-67.8% |
| Participant deferral / active EE | $4,430 | $2,819+57.2% | $2,125+108.5% | $6,400-30.8% |
| Admin fee / account holder | $7,179 | $2,585+177.7% | $2,130+237.1% | $11,426-37.2% |