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 | $75,359 | $138,065-45.4% | $123,544-39.0% | $135,375-44.3% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -4.22% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,483 | $5,151-71.2% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $4,951 | $6,799-27.2% | $6,426-22.9% | $5,609-11.7% |
| Admin fee / account holder | $45,251 | $10,916+314.5% | $9,284+387.4% | $10,827+317.9% |