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 7-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 | $76,489 | $138,044-44.6% | $125,339-39.0% | $134,475-43.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.49% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,133 | $5,243-21.2% | $4,814-14.1% | $4,740-12.8% |
| Participant deferral / active EE | $11,027 | $7,799+41.4% | $7,446+48.1% | $6,400+72.3% |
| Admin fee / account holder | $37,896 | $11,571+227.5% | $10,010+278.6% | $11,426+231.7% |