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 | $58,563 | $138,044-57.6% | $125,339-53.3% | $134,475-56.5% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -10.03% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,814-61.5% | $4,740-60.9% |
| Participant deferral / active EE | $5,211 | $7,799-33.2% | $7,446-30.0% | $6,400-18.6% |
| Admin fee / account holder | $9,646 | $11,571-16.6% | $10,010-3.6% | $11,426-15.6% |