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 | $95,773 | $138,065-30.6% | $123,544-22.5% | $135,375-29.3% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -0.30% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,317 | $5,151-74.4% | $4,628-71.5% | $4,779-72.4% |
| Participant deferral / active EE | $7,597 | $6,799+11.7% | $6,426+18.2% | $5,609+35.5% |
| Admin fee / account holder | $1,033 | $10,916-90.5% | $9,284-88.9% | $10,827-90.5% |