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 | $60,535 | $190,805-68.3% | $159,960-62.2% | $134,475-55.0% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -7.89% | 552.23%-560.1pp | 408.60%-416.5pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,575 | $4,995-48.5% | $4,226-39.1% | $4,740-45.7% |
| Participant deferral / active EE | $8,405 | $6,923+21.4% | $6,182+35.9% | $6,400+31.3% |
| Admin fee / account holder | $182,561 | $10,471+1643.4% | $8,698+1998.9% | $11,426+1497.8% |