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 | $114,461 | $138,065-17.1% | $123,544-7.4% | $135,375-15.4% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,983 | $5,151-22.7% | $4,628-13.9% | $4,779-16.7% |
| Participant deferral / active EE | $6,799 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $403 | $10,916-96.3% | $9,284-95.7% | $10,827-96.3% |