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 | $47,166 | $152,509-69.1% | $117,472-59.8% | $134,475-64.9% |
| Participation rate | 29.4% | 77.1%-47.7pp | 70.6%-41.2pp | 81.2%-51.8pp |
| Annual return | -18.23% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,685 | $4,818-65.0% | $4,070-58.6% | $6,400-73.7% |
| Admin fee / account holder | $7,087 | $7,004+1.2% | $5,645+25.5% | $11,426-38.0% |