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 | $44,267 | $92,703-52.2% | $82,719-46.5% | $134,475-67.1% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.6%-11.4pp | 81.2%-20.1pp |
| Annual return | -14.31% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,916 | $3,274-41.5% | $3,009-36.3% | $4,740-59.6% |
| Participant deferral / active EE | $3,612 | $4,802-24.8% | $4,395-17.8% | $6,400-43.6% |
| Admin fee / account holder | $3,012 | $5,983-49.7% | $5,329-43.5% | $11,426-73.6% |