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 | $69,228 | $92,703-25.3% | $82,719-16.3% | $134,475-48.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -4.79% | 944.92%-949.7pp | 701.18%-706.0pp | 417.96%-422.8pp |
| Employer contribution / active EE | $5,492 | $3,274+67.8% | $3,009+82.5% | $4,740+15.9% |
| Participant deferral / active EE | $9,631 | $4,802+100.6% | $4,395+119.1% | $6,400+50.5% |
| Admin fee / account holder | $5,304 | $5,983-11.3% | $5,329-0.5% | $11,426-53.6% |