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 | $84,506 | $138,065-38.8% | $123,544-31.6% | $135,375-37.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,792 | $5,151-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $4,861 | $6,799-28.5% | $6,426-24.3% | $5,609-13.3% |
| Admin fee / account holder | $818 | $10,916-92.5% | $9,284-91.2% | $10,827-92.4% |