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 | $37,287 | $152,509-75.6% | $117,472-68.3% | $134,475-72.3% |
| Participation rate | 38.9% | 77.1%-38.2pp | 70.6%-31.7pp | 81.2%-42.3pp |
| Annual return | -17.90% | 52.99%-70.9pp | 29.74%-47.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,754 | $4,818-1.3% | $4,070+16.8% | $6,400-25.7% |
| Admin fee / account holder | $444 | $7,004-93.7% | $5,645-92.1% | $11,426-96.1% |