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 | $89,704 | $190,805-53.0% | $159,960-43.9% | $134,475-33.3% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -7.88% | 552.23%-560.1pp | 408.60%-416.5pp | 417.96%-425.8pp |
| Employer contribution / active EE | $989 | $4,995-80.2% | $4,226-76.6% | $4,740-79.1% |
| Participant deferral / active EE | $1,773 | $6,923-74.4% | $6,182-71.3% | $6,400-72.3% |
| Admin fee / account holder | $2,692 | $10,471-74.3% | $8,698-69.0% | $11,426-76.4% |