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 | $96,205 | $190,805-49.6% | $159,960-39.9% | $134,475-28.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -4.80% | 552.23%-557.0pp | 408.60%-413.4pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,611 | $4,995-67.8% | $4,226-61.9% | $4,740-66.0% |
| Participant deferral / active EE | $2,620 | $6,923-62.2% | $6,182-57.6% | $6,400-59.1% |
| Admin fee / account holder | $7,342 | $10,471-29.9% | $8,698-15.6% | $11,426-35.7% |