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 | $61,001 | $138,065-55.8% | $123,544-50.6% | $135,375-54.9% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -6.06% | 153.68%-159.7pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,709 | $5,151-47.4% | $4,628-41.5% | $4,779-43.3% |
| Participant deferral / active EE | $4,720 | $6,799-30.6% | $6,426-26.5% | $5,609-15.8% |
| Admin fee / account holder | $7,947 | $10,916-27.2% | $9,284-14.4% | $10,827-26.6% |