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 | $52,589 | $135,635-61.2% | $110,238-52.3% | $135,375-61.2% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.8%-33.7pp | 82.6%-36.5pp |
| Annual return | -5.23% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,544 | $4,906-48.1% | $3,826-33.5% | $4,779-46.8% |
| Participant deferral / active EE | $3,242 | $5,506-41.1% | $4,672-30.6% | $5,609-42.2% |
| Admin fee / account holder | $17,698 | $11,457+54.5% | $8,547+107.1% | $10,827+63.5% |