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 | $89,713 | $190,805-53.0% | $159,960-43.9% | $134,475-33.3% |
| Participation rate | 58.3% | 81.9%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -18.45% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $718 | $4,995-85.6% | $4,226-83.0% | $4,740-84.8% |
| Participant deferral / active EE | $4,878 | $6,923-29.5% | $6,182-21.1% | $6,400-23.8% |
| Admin fee / account holder | $409 | $10,471-96.1% | $8,698-95.3% | $11,426-96.4% |