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 | $88,412 | $138,065-36.0% | $123,544-28.4% | $135,375-34.7% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,717 | $5,151-66.7% | $4,628-62.9% | $4,779-64.1% |
| Participant deferral / active EE | $2,679 | $6,799-60.6% | $6,426-58.3% | $5,609-52.2% |
| Admin fee / account holder | $4,477 | $10,916-59.0% | $9,284-51.8% | $10,827-58.6% |