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 | $114,089 | $135,635-15.9% | $110,238+3.5% | $135,375-15.7% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -1.87% | 513.19%-515.1pp | 314.74%-316.6pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,548 | $4,906-68.5% | $3,826-59.6% | $4,779-67.6% |
| Participant deferral / active EE | $3,225 | $5,506-41.4% | $4,672-31.0% | $5,609-42.5% |
| Admin fee / account holder | $1,915 | $11,457-83.3% | $8,547-77.6% | $10,827-82.3% |