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 | $26,350 | $95,971-72.5% | $74,550-64.7% | $135,375-80.5% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -1.77% | 56.96%-58.7pp | 32.53%-34.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,201 | $2,716-55.8% | $1,961-38.8% | $4,779-74.9% |
| Participant deferral / active EE | $5,329 | $3,843+38.6% | $3,108+71.4% | $5,609-5.0% |
| Admin fee / account holder | $40,291 | $6,522+517.8% | $5,060+696.3% | $10,827+272.1% |