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 | $55,057 | $138,044-60.1% | $125,339-56.1% | $134,475-59.1% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | -15.73% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,008 | $5,243-80.8% | $4,814-79.1% | $4,740-78.7% |
| Participant deferral / active EE | $2,842 | $7,799-63.6% | $7,446-61.8% | $6,400-55.6% |
| Admin fee / account holder | $347 | $11,571-97.0% | $10,010-96.5% | $11,426-97.0% |