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 | $83,789 | $97,757-14.3% | $83,848-0.1% | $135,375-38.1% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -7.90% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $10,808 | $4,222+156.0% | $3,631+197.7% | $4,779+126.2% |
| Participant deferral / active EE | $3,882 | $4,682-17.1% | $4,082-4.9% | $5,609-30.8% |
| Admin fee / account holder | $19,066 | $6,674+185.7% | $5,478+248.0% | $10,827+76.1% |