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 | $46,513 | $190,805-75.6% | $159,960-70.9% | $134,475-65.4% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -17.10% | 552.23%-569.3pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $822 | $4,995-83.5% | $4,226-80.5% | $4,740-82.7% |
| Participant deferral / active EE | $3,284 | $6,923-52.6% | $6,182-46.9% | $6,400-48.7% |
| Admin fee / account holder | $6,184 | $10,471-40.9% | $8,698-28.9% | $11,426-45.9% |