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 | $93,609 | $168,632-44.5% | $147,614-36.6% | $125,391-25.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.21% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,564 | $6,252-75.0% | $5,564-71.9% | $4,866-67.9% |
| Participant deferral / active EE | $3,280 | $5,507-40.4% | $4,895-33.0% | $5,352-38.7% |
| Admin fee / account holder | $6,924 | $13,580-49.0% | $11,611-40.4% | $9,540-27.4% |