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 | $131,942 | $180,449-26.9% | $154,107-14.4% | $135,375-2.5% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | -6.39% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,271 | $6,035-62.4% | $5,298-57.1% | $4,779-52.5% |
| Participant deferral / active EE | $4,347 | $5,806-25.1% | $5,081-14.4% | $5,609-22.5% |
| Admin fee / account holder | $1,287 | $16,143-92.0% | $13,411-90.4% | $10,827-88.1% |