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 | $33,792 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.97% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,194 | $5,151-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $7,037 | $6,799+3.5% | $6,426+9.5% | $5,609+25.5% |
| Admin fee / account holder | $591 | $10,916-94.6% | $9,284-93.6% | $10,827-94.5% |