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 | $84,455 | $97,757-13.6% | $83,848+0.7% | $135,375-37.6% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -2.11% | 1287.37%-1289.5pp | 850.88%-853.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,337 | $4,222-68.3% | $3,631-63.2% | $4,779-72.0% |
| Participant deferral / active EE | $3,881 | $4,682-17.1% | $4,082-4.9% | $5,609-30.8% |
| Admin fee / account holder | $1,537 | $6,674-77.0% | $5,478-71.9% | $10,827-85.8% |