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 | $113,933 | $168,632-32.4% | $147,614-22.8% | $125,391-9.1% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -2.19% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $5,951 | $6,252-4.8% | $5,564+6.9% | $4,866+22.3% |
| Participant deferral / active EE | $3,209 | $5,507-41.7% | $4,895-34.4% | $5,352-40.0% |
| Admin fee / account holder | $2,753 | $13,580-79.7% | $11,611-76.3% | $9,540-71.1% |