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 | $129,438 | $197,825-34.6% | $155,790-16.9% | $125,391+3.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -1.01% | 86.74%-87.7pp | 71.54%-72.5pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,302 | $4,847-52.5% | $3,836-40.0% | $4,866-52.7% |
| Participant deferral / active EE | $2,631 | $5,630-53.3% | $4,797-45.2% | $5,352-50.8% |
| Admin fee / account holder | $338,626 | $9,545+3447.8% | $7,478+4428.5% | $9,540+3449.4% |