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 | $124,332 | $160,055-22.3% | $140,016-11.2% | $135,375-8.2% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -6.91% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,202 | $6,420-65.7% | $5,606-60.7% | $4,779-53.9% |
| Participant deferral / active EE | $3,740 | $7,642-51.1% | $6,927-46.0% | $5,609-33.3% |
| Admin fee / account holder | $2,160 | $13,328-83.8% | $10,705-79.8% | $10,827-80.0% |