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 | $90,373 | $138,065-34.5% | $123,544-26.8% | $135,375-33.2% |
| Participation rate | 45.8% | 84.7%-38.9pp | 82.3%-36.5pp | 82.6%-36.8pp |
| Annual return | -7.17% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,436 | $5,151-72.1% | $4,628-69.0% | $4,779-70.0% |
| Participant deferral / active EE | $4,346 | $6,799-36.1% | $6,426-32.4% | $5,609-22.5% |
| Admin fee / account holder | $21,681 | $10,916+98.6% | $9,284+133.5% | $10,827+100.2% |