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 | $47,168 | $190,805-75.3% | $159,960-70.5% | $134,475-64.9% |
| Participation rate | 68.4% | 81.9%-13.5pp | 78.0%-9.5pp | 81.2%-12.8pp |
| Annual return | -19.59% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,213 | $4,995-75.7% | $4,226-71.3% | $4,740-74.4% |
| Participant deferral / active EE | $3,409 | $6,923-50.8% | $6,182-44.9% | $6,400-46.7% |
| Admin fee / account holder | $864 | $10,471-91.8% | $8,698-90.1% | $11,426-92.4% |