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 | $123,859 | $180,449-31.4% | $154,107-19.6% | $135,375-8.5% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | -8.72% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,482 | $6,035-9.2% | $5,298+3.5% | $4,779+14.7% |
| Participant deferral / active EE | $5,544 | $5,806-4.5% | $5,081+9.1% | $5,609-1.2% |
| Admin fee / account holder | $4,791 | $16,143-70.3% | $13,411-64.3% | $10,827-55.8% |