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 | $128,772 | $160,055-19.5% | $140,016-8.0% | $135,375-4.9% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -3.28% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,023 | $6,420-68.5% | $5,606-63.9% | $4,779-57.7% |
| Participant deferral / active EE | $3,221 | $7,642-57.9% | $6,927-53.5% | $5,609-42.6% |
| Admin fee / account holder | $7,067 | $13,328-47.0% | $10,705-34.0% | $10,827-34.7% |