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 | $43,224 | $190,805-77.3% | $159,960-73.0% | $134,475-67.9% |
| Participation rate | 65.0% | 81.9%-16.9pp | 78.0%-13.0pp | 81.2%-16.2pp |
| Annual return | -18.81% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,191 | $4,995-76.2% | $4,226-71.8% | $4,740-74.9% |
| Participant deferral / active EE | $5,201 | $6,923-24.9% | $6,182-15.9% | $6,400-18.7% |
| Admin fee / account holder | $338 | $10,471-96.8% | $8,698-96.1% | $11,426-97.0% |