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 | $32,600 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,174 | $7,799-46.5% | $7,446-43.9% | $6,400-34.8% |
| Admin fee / account holder | $6,685 | $11,571-42.2% | $10,010-33.2% | $11,426-41.5% |