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 | $44,316 | $138,044-67.9% | $125,339-64.6% | $134,475-67.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.92% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,219 | $5,243-57.7% | $4,814-53.9% | $4,740-53.2% |
| Participant deferral / active EE | $3,850 | $7,799-50.6% | $7,446-48.3% | $6,400-39.8% |
| Admin fee / account holder | $2,714 | $11,571-76.5% | $10,010-72.9% | $11,426-76.2% |