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 | $52,630 | $138,044-61.9% | $125,339-58.0% | $134,475-60.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,384 | $5,243-35.5% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $5,959 | $7,799-23.6% | $7,446-20.0% | $6,400-6.9% |
| Admin fee / account holder | $28,553 | $11,571+146.8% | $10,010+185.3% | $11,426+149.9% |