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 | $85,442 | $138,065-38.1% | $123,544-30.8% | $135,375-36.9% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -2.75% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,940 | $5,151-62.3% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $4,048 | $6,799-40.5% | $6,426-37.0% | $5,609-27.8% |
| Admin fee / account holder | $3,037 | $10,916-72.2% | $9,284-67.3% | $10,827-72.0% |