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 | $33,116 | $135,635-75.6% | $110,238-70.0% | $135,375-75.5% |
| Participation rate | 45.0% | 83.5%-38.5pp | 79.8%-34.8pp | 82.6%-37.6pp |
| Annual return | -4.66% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,739 | $4,906-64.6% | $3,826-54.6% | $4,779-63.6% |
| Participant deferral / active EE | $3,828 | $5,506-30.5% | $4,672-18.1% | $5,609-31.8% |
| Admin fee / account holder | $12,660 | $11,457+10.5% | $8,547+48.1% | $10,827+16.9% |