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 | $73,797 | $138,065-46.5% | $123,544-40.3% | $135,375-45.5% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -4.33% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,039 | $5,151-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $4,686 | $6,799-31.1% | $6,426-27.1% | $5,609-16.5% |
| Admin fee / account holder | $2,653 | $10,916-75.7% | $9,284-71.4% | $10,827-75.5% |