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 | $71,081 | $190,805-62.7% | $159,960-55.6% | $134,475-47.1% |
| Participation rate | 65.0% | 81.9%-16.9pp | 78.0%-13.0pp | 81.2%-16.2pp |
| Annual return | -19.15% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,238 | $4,995-35.2% | $4,226-23.4% | $4,740-31.7% |
| Participant deferral / active EE | $4,198 | $6,923-39.4% | $6,182-32.1% | $6,400-34.4% |
| Admin fee / account holder | $22,112 | $10,471+111.2% | $8,698+154.2% | $11,426+93.5% |