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 | $54,225 | $138,065-60.7% | $123,544-56.1% | $135,375-59.9% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $11,557 | $5,151+124.4% | $4,628+149.7% | $4,779+141.8% |
| Participant deferral / active EE | $4,232 | $6,799-37.8% | $6,426-34.1% | $5,609-24.5% |
| Admin fee / account holder | $4,863 | $10,916-55.4% | $9,284-47.6% | $10,827-55.1% |