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 | $72,436 | $180,449-59.9% | $154,107-53.0% | $135,375-46.5% |
| Participation rate | 55.0% | 87.4%-32.4pp | 83.0%-28.0pp | 82.6%-27.6pp |
| Annual return | -1.84% | 888.09%-889.9pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,763 | $6,035-70.8% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $5,733 | $5,806-1.3% | $5,081+12.9% | $5,609+2.2% |
| Admin fee / account holder | $13,767 | $16,143-14.7% | $13,411+2.7% | $10,827+27.2% |