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 | $61,124 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -5.49% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,164 | $5,151-77.4% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $2,228 | $6,799-67.2% | $6,426-65.3% | $5,609-60.3% |
| Admin fee / account holder | $320 | $10,916-97.1% | $9,284-96.6% | $10,827-97.0% |