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 | $58,623 | $168,632-65.2% | $147,614-60.3% | $125,391-53.2% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -3.70% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,600 | $6,252-74.4% | $5,564-71.2% | $4,866-67.1% |
| Participant deferral / active EE | $7,667 | $5,507+39.2% | $4,895+56.6% | $5,352+43.3% |
| Admin fee / account holder | $482 | $13,580-96.5% | $11,611-95.9% | $9,540-95.0% |