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 | $43,196 | $138,044-68.7% | $125,339-65.5% | $134,475-67.9% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -16.19% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,142 | $5,243-59.1% | $4,814-55.5% | $4,740-54.8% |
| Participant deferral / active EE | $5,224 | $7,799-33.0% | $7,446-29.8% | $6,400-18.4% |
| Admin fee / account holder | $521 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |