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 | $96,491 | $135,635-28.9% | $110,238-12.5% | $135,375-28.7% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -7.33% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,232 | $4,906-74.9% | $3,826-67.8% | $4,779-74.2% |
| Participant deferral / active EE | $4,278 | $5,506-22.3% | $4,672-8.4% | $5,609-23.7% |
| Admin fee / account holder | $9,575 | $11,457-16.4% | $8,547+12.0% | $10,827-11.6% |