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 | $163,213 | $190,805-14.5% | $159,960+2.0% | $134,475+21.4% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -16.72% | 552.23%-569.0pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,188 | $4,995-76.2% | $4,226-71.9% | $4,740-74.9% |
| Participant deferral / active EE | $3,733 | $6,923-46.1% | $6,182-39.6% | $6,400-41.7% |
| Admin fee / account holder | $2,310 | $10,471-77.9% | $8,698-73.4% | $11,426-79.8% |