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 | $77,757 | $135,635-42.7% | $110,238-29.5% | $135,375-42.6% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.8%-26.9pp | 82.6%-29.7pp |
| Annual return | -6.36% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,522 | $4,906-69.0% | $3,826-60.2% | $4,779-68.1% |
| Participant deferral / active EE | $3,236 | $5,506-41.2% | $4,672-30.7% | $5,609-42.3% |
| Admin fee / account holder | $2,104 | $11,457-81.6% | $8,547-75.4% | $10,827-80.6% |