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 | $101,972 | $138,065-26.1% | $123,544-17.5% | $135,375-24.7% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -5.49% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,938 | $5,151-62.4% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $3,530 | $6,799-48.1% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $10,518 | $10,916-3.6% | $9,284+13.3% | $10,827-2.9% |