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 | $71,630 | $84,695-15.4% | $73,843-3.0% | $125,391-42.9% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | -3.57% | 3123.53%-3127.1pp | 2267.84%-2271.4pp | 282.22%-285.8pp |
| Employer contribution / active EE | $5,576 | $3,123+78.5% | $2,787+100.0% | $4,866+14.6% |
| Participant deferral / active EE | $3,914 | $3,992-2.0% | $3,583+9.2% | $5,352-26.9% |
| Admin fee / account holder | $545 | $5,691-90.4% | $4,880-88.8% | $9,540-94.3% |