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 | $129,559 | $180,449-28.2% | $154,107-15.9% | $135,375-4.3% |
| Participation rate | 12.5% | 87.4%-74.9pp | 83.0%-70.5pp | 82.6%-70.1pp |
| Annual return | -7.00% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,925 | $6,035-51.5% | $5,298-44.8% | $4,779-38.8% |
| Participant deferral / active EE | $3,182 | $5,806-45.2% | $5,081-37.4% | $5,609-43.3% |
| Admin fee / account holder | $794 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |