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 | $121,151 | $190,805-36.5% | $159,960-24.3% | $134,475-9.9% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.01% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,208 | $4,995-35.8% | $4,226-24.1% | $4,740-32.3% |
| Participant deferral / active EE | $4,686 | $6,923-32.3% | $6,182-24.2% | $6,400-26.8% |
| Admin fee / account holder | $1,332 | $10,471-87.3% | $8,698-84.7% | $11,426-88.3% |