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 | $82,155 | $175,600-53.2% | $129,110-36.4% | $134,475-38.9% |
| Participation rate | 60.9% | 81.6%-20.7pp | 77.3%-16.4pp | 81.2%-20.4pp |
| Annual return | 59.75% | -11.39%+71.1pp | -10.94%+70.7pp | 417.96%-358.2pp |
| Employer contribution / active EE | $1,784 | $6,355-71.9% | $5,052-64.7% | $4,740-62.4% |
| Participant deferral / active EE | $4,280 | $7,975-46.3% | $6,542-34.6% | $6,400-33.1% |
| Admin fee / account holder | $459 | $23,567-98.1% | $14,302-96.8% | $11,426-96.0% |