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 | $75,495 | $138,065-45.3% | $123,544-38.9% | $135,375-44.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.53% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,250 | $5,151-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $2,625 | $6,799-61.4% | $6,426-59.2% | $5,609-53.2% |
| Admin fee / account holder | $802 | $10,916-92.7% | $9,284-91.4% | $10,827-92.6% |