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 | $63,384 | $180,449-64.9% | $154,107-58.9% | $135,375-53.2% |
| Participation rate | 47.1% | 87.4%-40.4pp | 83.0%-36.0pp | 82.6%-35.6pp |
| Annual return | -3.80% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,105 | $6,035-65.1% | $5,298-60.3% | $4,779-55.9% |
| Participant deferral / active EE | $3,986 | $5,806-31.4% | $5,081-21.5% | $5,609-28.9% |
| Admin fee / account holder | $6,684 | $16,143-58.6% | $13,411-50.2% | $10,827-38.3% |