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 5-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 | $92,703 | $92,7030% | $82,719+12.1% | $134,475-31.1% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -17.19% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,920 | $3,274-41.4% | $3,009-36.2% | $4,740-59.5% |
| Participant deferral / active EE | $1,920 | $4,802-60.0% | $4,395-56.3% | $6,400-70.0% |
| Admin fee / account holder | $1,807 | $5,983-69.8% | $5,329-66.1% | $11,426-84.2% |