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 | $55,058 | $138,065-60.1% | $123,544-55.4% | $135,375-59.3% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -5.14% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,876 | $5,151-44.2% | $4,628-37.9% | $4,779-39.8% |
| Participant deferral / active EE | $5,206 | $6,799-23.4% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $9,803 | $10,916-10.2% | $9,284+5.6% | $10,827-9.5% |