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 | $29,374 | $138,065-78.7% | $123,544-76.2% | $135,375-78.3% |
| Participation rate | 34.8% | 84.7%-50.0pp | 82.3%-47.5pp | 82.6%-47.9pp |
| Annual return | -5.45% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,058 | $5,151-79.5% | $4,628-77.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,698 | $6,799-60.3% | $6,426-58.0% | $5,609-51.9% |
| Admin fee / account holder | $14,054 | $10,916+28.7% | $9,284+51.4% | $10,827+29.8% |