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 | $55,788 | $190,805-70.8% | $159,960-65.1% | $134,475-58.5% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -18.62% | 552.23%-570.9pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,205 | $4,995-55.9% | $4,226-47.8% | $4,740-53.5% |
| Participant deferral / active EE | $5,971 | $6,923-13.7% | $6,182-3.4% | $6,400-6.7% |
| Admin fee / account holder | $1,078 | $10,471-89.7% | $8,698-87.6% | $11,426-90.6% |