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 | $91,416 | $180,449-49.3% | $154,107-40.7% | $135,375-32.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.28% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,614 | $6,035-73.3% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $2,646 | $5,806-54.4% | $5,081-47.9% | $5,609-52.8% |
| Admin fee / account holder | $7,710 | $16,143-52.2% | $13,411-42.5% | $10,827-28.8% |