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 | $115,491 | $197,825-41.6% | $155,790-25.9% | $125,391-7.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 0.23% | 86.74%-86.5pp | 71.54%-71.3pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,159 | $4,847-76.1% | $3,836-69.8% | $4,866-76.2% |
| Participant deferral / active EE | $6,270 | $5,630+11.4% | $4,797+30.7% | $5,352+17.2% |
| Admin fee / account holder | $837 | $9,545-91.2% | $7,478-88.8% | $9,540-91.2% |