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 | $33,568 | $168,632-80.1% | $147,614-77.3% | $125,391-73.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.60% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,891 | $6,252-37.8% | $5,564-30.1% | $4,866-20.0% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $1,131 | $13,580-91.7% | $11,611-90.3% | $9,540-88.1% |