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 | $66,831 | $138,065-51.6% | $123,544-45.9% | $135,375-50.6% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -4.00% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,100 | $5,151-20.4% | $4,628-11.4% | $4,779-14.2% |
| Participant deferral / active EE | $8,777 | $6,799+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $15,451 | $10,916+41.5% | $9,284+66.4% | $10,827+42.7% |