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 | $60,926 | $138,044-55.9% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -6.93% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $1,707 | $5,243-67.4% | $4,814-64.5% | $4,740-64.0% |
| Participant deferral / active EE | $3,031 | $7,799-61.1% | $7,446-59.3% | $6,400-52.6% |
| Admin fee / account holder | $7,976 | $11,571-31.1% | $10,010-20.3% | $11,426-30.2% |