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 | $28,001 | $135,635-79.4% | $110,238-74.6% | $135,375-79.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -3.84% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,630 | $4,906-66.8% | $3,826-57.4% | $4,779-65.9% |
| Participant deferral / active EE | $3,423 | $5,506-37.8% | $4,672-26.7% | $5,609-39.0% |
| Admin fee / account holder | $4,702 | $11,457-59.0% | $8,547-45.0% | $10,827-56.6% |