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 | $50,154 | $152,509-67.1% | $117,472-57.3% | $134,475-62.7% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -18.90% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,002 | $5,571-82.0% | $4,176-76.0% | $4,740-78.9% |
| Participant deferral / active EE | $5,530 | $4,818+14.8% | $4,070+35.9% | $6,400-13.6% |
| Admin fee / account holder | $501 | $7,004-92.9% | $5,645-91.1% | $11,426-95.6% |