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 | $114,697 | $138,065-16.9% | $123,544-7.2% | $135,375-15.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.62% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,188 | $5,151-57.5% | $4,628-52.7% | $4,779-54.2% |
| Participant deferral / active EE | $5,011 | $6,799-26.3% | $6,426-22.0% | $5,609-10.7% |
| Admin fee / account holder | $1,045 | $10,916-90.4% | $9,284-88.7% | $10,827-90.3% |