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 | $86,440 | $180,449-52.1% | $154,107-43.9% | $135,375-36.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -7.55% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,585 | $6,035-73.7% | $5,298-70.1% | $4,779-66.8% |
| Participant deferral / active EE | $3,212 | $5,806-44.7% | $5,081-36.8% | $5,609-42.7% |
| Admin fee / account holder | $5,926 | $16,143-63.3% | $13,411-55.8% | $10,827-45.3% |