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 | $109,089 | $135,635-19.6% | $110,238-1.0% | $135,375-19.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.09% | 513.19%-519.3pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,248 | $4,906-54.2% | $3,826-41.3% | $4,779-53.0% |
| Participant deferral / active EE | $5,418 | $5,506-1.6% | $4,672+16.0% | $5,609-3.4% |
| Admin fee / account holder | $752 | $11,457-93.4% | $8,547-91.2% | $10,827-93.1% |