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 | $71,972 | $168,632-57.3% | $147,614-51.2% | $125,391-42.6% |
| Participation rate | 46.2% | 88.8%-42.6pp | 84.6%-38.5pp | 83.2%-37.0pp |
| Annual return | -3.16% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,245 | $6,252-64.1% | $5,564-59.7% | $4,866-53.9% |
| Participant deferral / active EE | $2,547 | $5,507-53.8% | $4,895-48.0% | $5,352-52.4% |
| Admin fee / account holder | $658 | $13,580-95.2% | $11,611-94.3% | $9,540-93.1% |