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 | $45,982 | $135,635-66.1% | $110,238-58.3% | $135,375-66.0% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -4.84% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,759 | $4,906-64.2% | $3,826-54.0% | $4,779-63.2% |
| Participant deferral / active EE | $6,756 | $5,506+22.7% | $4,672+44.6% | $5,609+20.5% |
| Admin fee / account holder | $20,109 | $11,457+75.5% | $8,547+135.3% | $10,827+85.7% |