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 5-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 | $74,146 | $168,632-56.0% | $147,614-49.8% | $125,391-40.9% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -3.10% | 77.65%-80.7pp | 61.98%-65.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,674 | $6,252-57.2% | $5,564-52.0% | $4,866-45.1% |
| Participant deferral / active EE | $3,828 | $5,507-30.5% | $4,895-21.8% | $5,352-28.5% |
| Admin fee / account holder | $618 | $13,580-95.4% | $11,611-94.7% | $9,540-93.5% |