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 | $115,829 | $168,632-31.3% | $147,614-21.5% | $125,391-7.6% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -3.57% | 77.65%-81.2pp | 61.98%-65.5pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,916 | $6,252-69.3% | $5,564-65.6% | $4,866-60.6% |
| Participant deferral / active EE | $3,240 | $5,507-41.2% | $4,895-33.8% | $5,352-39.5% |
| Admin fee / account holder | $1,360 | $13,580-90.0% | $11,611-88.3% | $9,540-85.7% |