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 | $69,321 | $138,065-49.8% | $123,544-43.9% | $135,375-48.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,808 | $5,151-64.9% | $4,628-60.9% | $4,779-62.2% |
| Participant deferral / active EE | $2,615 | $6,799-61.5% | $6,426-59.3% | $5,609-53.4% |
| Admin fee / account holder | $1,667 | $10,916-84.7% | $9,284-82.0% | $10,827-84.6% |