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 | $81,748 | $97,757-16.4% | $83,848-2.5% | $135,375-39.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -2.00% | 1287.37%-1289.4pp | 850.88%-852.9pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,436 | $4,222-66.0% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $3,379 | $4,682-27.8% | $4,082-17.2% | $5,609-39.8% |
| Admin fee / account holder | $23,252 | $6,674+248.4% | $5,478+324.4% | $10,827+114.8% |