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 | $77,777 | $138,065-43.7% | $123,544-37.0% | $135,375-42.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.48% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,414 | $5,151-72.6% | $4,628-69.5% | $4,779-70.4% |
| Participant deferral / active EE | $6,846 | $6,799+0.7% | $6,426+6.5% | $5,609+22.1% |
| Admin fee / account holder | $9,543 | $10,916-12.6% | $9,284+2.8% | $10,827-11.9% |