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 | $65,626 | $138,065-52.5% | $123,544-46.9% | $135,375-51.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.97% | 153.68%-156.6pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,418 | $5,151-33.6% | $4,628-26.1% | $4,779-28.5% |
| Participant deferral / active EE | $5,830 | $6,799-14.2% | $6,426-9.3% | $5,609+4.0% |
| Admin fee / account holder | $23,251 | $10,916+113.0% | $9,284+150.5% | $10,827+114.8% |