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 | $97,955 | $160,055-38.8% | $140,016-30.0% | $135,375-27.6% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -3.99% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,695 | $6,420-58.0% | $5,606-51.9% | $4,779-43.6% |
| Participant deferral / active EE | $3,975 | $7,642-48.0% | $6,927-42.6% | $5,609-29.1% |
| Admin fee / account holder | $2,164 | $13,328-83.8% | $10,705-79.8% | $10,827-80.0% |