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 | $72,525 | $138,065-47.5% | $123,544-41.3% | $135,375-46.4% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -1.96% | 153.68%-155.6pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,073 | $5,151-79.2% | $4,628-76.8% | $4,779-77.5% |
| Participant deferral / active EE | $2,326 | $6,799-65.8% | $6,426-63.8% | $5,609-58.5% |
| Admin fee / account holder | $31,643 | $10,916+189.9% | $9,284+240.8% | $10,827+192.3% |