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 | $49,307 | $135,635-63.6% | $110,238-55.3% | $135,375-63.6% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -6.66% | 513.19%-519.9pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,565 | $4,906+13.4% | $3,826+45.4% | $4,779+16.5% |
| Participant deferral / active EE | $7,408 | $5,506+34.5% | $4,672+58.6% | $5,609+32.1% |
| Admin fee / account holder | $11,440 | $11,457-0.2% | $8,547+33.8% | $10,827+5.7% |