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 | $55,533 | $180,449-69.2% | $154,107-64.0% | $135,375-59.0% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -7.35% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,292 | $6,035-78.6% | $5,298-75.6% | $4,779-73.0% |
| Participant deferral / active EE | $2,302 | $5,806-60.4% | $5,081-54.7% | $5,609-59.0% |
| Admin fee / account holder | $428 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |