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 | $37,710 | $138,065-72.7% | $123,544-69.5% | $135,375-72.1% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -7.10% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,505 | $5,151-70.8% | $4,628-67.5% | $4,779-68.5% |
| Participant deferral / active EE | $3,792 | $6,799-44.2% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $5,947 | $10,916-45.5% | $9,284-35.9% | $10,827-45.1% |