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 | $35,142 | $138,065-74.5% | $123,544-71.6% | $135,375-74.0% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -0.57% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,992 | $5,151-22.5% | $4,628-13.7% | $4,779-16.5% |
| Participant deferral / active EE | $5,651 | $6,799-16.9% | $6,426-12.1% | $5,609+0.7% |
| Admin fee / account holder | $127,730 | $10,916+1070.1% | $9,284+1275.8% | $10,827+1079.7% |