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 | $62,088 | $138,065-55.0% | $123,544-49.7% | $135,375-54.1% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.04% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,911 | $5,151-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $5,514 | $6,799-18.9% | $6,426-14.2% | $5,609-1.7% |
| Admin fee / account holder | $721 | $10,916-93.4% | $9,284-92.2% | $10,827-93.3% |