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 | $43,423 | $138,044-68.5% | $125,339-65.4% | $134,475-67.7% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-53.9pp |
| Annual return | -17.64% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,171 | $7,799-59.3% | $7,446-57.4% | $6,400-50.5% |
| Admin fee / account holder | $25,201 | $11,571+117.8% | $10,010+151.8% | $11,426+120.6% |