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 | $96,881 | $160,055-39.5% | $140,016-30.8% | $135,375-28.4% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -7.53% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,597 | $6,420-75.1% | $5,606-71.5% | $4,779-66.6% |
| Participant deferral / active EE | $6,422 | $7,642-16.0% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $1,283 | $13,328-90.4% | $10,705-88.0% | $10,827-88.1% |