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 | $62,553 | $135,635-53.9% | $110,238-43.3% | $135,375-53.8% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -7.61% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,732 | $4,906-44.3% | $3,826-28.6% | $4,779-42.8% |
| Participant deferral / active EE | $4,887 | $5,506-11.3% | $4,672+4.6% | $5,609-12.9% |
| Admin fee / account holder | $1,536 | $11,457-86.6% | $8,547-82.0% | $10,827-85.8% |