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 | $71,458 | $138,065-48.2% | $123,544-42.2% | $135,375-47.2% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -6.66% | 153.68%-160.3pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,407 | $5,151-53.3% | $4,628-48.0% | $4,779-49.6% |
| Participant deferral / active EE | $4,107 | $6,799-39.6% | $6,426-36.1% | $5,609-26.8% |
| Admin fee / account holder | $3,901 | $10,916-64.3% | $9,284-58.0% | $10,827-64.0% |