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 | $27,979 | $138,044-79.7% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -18.14% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,410 | $7,799-56.3% | $7,446-54.2% | $6,400-46.7% |
| Admin fee / account holder | $6,557 | $11,571-43.3% | $10,010-34.5% | $11,426-42.6% |