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 | $79,140 | $138,044-42.7% | $125,339-36.9% | $134,475-41.1% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -18.59% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,090 | $5,243-60.1% | $4,814-56.6% | $4,740-55.9% |
| Participant deferral / active EE | $4,937 | $7,799-36.7% | $7,446-33.7% | $6,400-22.9% |
| Admin fee / account holder | $704 | $11,571-93.9% | $10,010-93.0% | $11,426-93.8% |