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 | $72,371 | $138,065-47.6% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.62% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,706 | $5,151-47.5% | $4,628-41.5% | $4,779-43.4% |
| Participant deferral / active EE | $5,448 | $6,799-19.9% | $6,426-15.2% | $5,609-2.9% |
| Admin fee / account holder | $503 | $10,916-95.4% | $9,284-94.6% | $10,827-95.4% |