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 | $63,825 | $138,065-53.8% | $123,544-48.3% | $135,375-52.9% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.5pp |
| Annual return | -4.68% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,639 | $5,151-48.8% | $4,628-43.0% | $4,779-44.8% |
| Participant deferral / active EE | $6,033 | $6,799-11.3% | $6,426-6.1% | $5,609+7.6% |
| Admin fee / account holder | $34,565 | $10,916+216.7% | $9,284+272.3% | $10,827+219.3% |