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 | $111,866 | $138,065-19.0% | $123,544-9.5% | $135,375-17.4% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -3.29% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,144 | $5,151-58.4% | $4,628-53.7% | $4,779-55.1% |
| Participant deferral / active EE | $5,749 | $6,799-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $11,151 | $10,916+2.2% | $9,284+20.1% | $10,827+3.0% |