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 | $36,905 | $135,635-72.8% | $110,238-66.5% | $135,375-72.7% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -6.85% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,823 | $4,906-62.8% | $3,826-52.4% | $4,779-61.8% |
| Participant deferral / active EE | $4,548 | $5,506-17.4% | $4,672-2.6% | $5,609-18.9% |
| Admin fee / account holder | $5,004 | $11,457-56.3% | $8,547-41.4% | $10,827-53.8% |