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 | $122,231 | $138,065-11.5% | $123,544-1.1% | $135,375-9.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,277 | $5,151-75.2% | $4,628-72.4% | $4,779-73.3% |
| Participant deferral / active EE | $6,818 | $6,799+0.3% | $6,426+6.1% | $5,609+21.6% |
| Admin fee / account holder | $13,008 | $10,916+19.2% | $9,284+40.1% | $10,827+20.1% |