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 | $32,370 | $138,044-76.6% | $125,339-74.2% | $134,475-75.9% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -14.87% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,760 | $5,243-66.4% | $4,814-63.4% | $4,740-62.9% |
| Participant deferral / active EE | $4,984 | $7,799-36.1% | $7,446-33.1% | $6,400-22.1% |
| Admin fee / account holder | $5,256 | $11,571-54.6% | $10,010-47.5% | $11,426-54.0% |