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 | $64,279 | $180,449-64.4% | $154,107-58.3% | $135,375-52.5% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -8.66% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,845 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,026 | $5,806-30.7% | $5,081-20.7% | $5,609-28.2% |
| Admin fee / account holder | $901 | $16,143-94.4% | $13,411-93.3% | $10,827-91.7% |