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 | $45,767 | $138,065-66.9% | $123,544-63.0% | $135,375-66.2% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -7.13% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,276 | $5,151-75.2% | $4,628-72.4% | $4,779-73.3% |
| Participant deferral / active EE | $4,457 | $6,799-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $1,317 | $10,916-87.9% | $9,284-85.8% | $10,827-87.8% |