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 8-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 | $66,035 | $92,703-28.8% | $82,719-20.2% | $134,475-50.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 81.2%-26.2pp |
| Annual return | -11.46% | 944.92%-956.4pp | 701.18%-712.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,279 | $3,274-60.9% | $3,009-57.5% | $4,740-73.0% |
| Participant deferral / active EE | $3,546 | $4,802-26.2% | $4,395-19.3% | $6,400-44.6% |
| Admin fee / account holder | $5,695 | $5,983-4.8% | $5,329+6.9% | $11,426-50.2% |