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 | $211,566 | $135,635+56.0% | $110,238+91.9% | $135,375+56.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -4.18% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,367 | $5,506+106.4% | $4,672+143.3% | $5,609+102.7% |
| Admin fee / account holder | $8,299 | $11,457-27.6% | $8,547-2.9% | $10,827-23.3% |