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 | $62,839 | $92,703-32.2% | $82,719-24.0% | $134,475-53.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.53% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,351 | $3,274-28.2% | $3,009-21.9% | $4,740-50.4% |
| Participant deferral / active EE | $3,988 | $4,802-17.0% | $4,395-9.3% | $6,400-37.7% |
| Admin fee / account holder | $3,475 | $5,983-41.9% | $5,329-34.8% | $11,426-69.6% |