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 | $64,611 | $168,632-61.7% | $147,614-56.2% | $125,391-48.5% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,633 | $6,252-73.9% | $5,564-70.7% | $4,866-66.4% |
| Participant deferral / active EE | $3,865 | $5,507-29.8% | $4,895-21.0% | $5,352-27.8% |
| Admin fee / account holder | $2,609 | $13,580-80.8% | $11,611-77.5% | $9,540-72.7% |