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 | $146,653 | $135,635+8.1% | $110,238+33.0% | $135,375+8.3% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.8%-32.5pp | 82.6%-35.3pp |
| Annual return | -5.64% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,519 | $4,906-69.0% | $3,826-60.3% | $4,779-68.2% |
| Participant deferral / active EE | $4,007 | $5,506-27.2% | $4,672-14.2% | $5,609-28.6% |
| Admin fee / account holder | $1,507 | $11,457-86.8% | $8,547-82.4% | $10,827-86.1% |