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 | $61,203 | $133,958-54.3% | $112,228-45.5% | $134,475-54.5% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | -9.71% | 47.11%-56.8pp | 27.45%-37.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,014 | $4,038-50.1% | $3,635-44.6% | $4,740-57.5% |
| Participant deferral / active EE | $4,757 | $5,291-10.1% | $4,728+0.6% | $6,400-25.7% |
| Admin fee / account holder | $58,821 | $7,489+685.5% | $6,410+817.6% | $11,426+414.8% |