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 | $92,749 | $190,805-51.4% | $159,960-42.0% | $134,475-31.0% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -17.34% | 552.23%-569.6pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,064 | $4,995-58.7% | $4,226-51.2% | $4,740-56.4% |
| Participant deferral / active EE | $2,064 | $6,923-70.2% | $6,182-66.6% | $6,400-67.7% |
| Admin fee / account holder | $13,427 | $10,471+28.2% | $8,698+54.4% | $11,426+17.5% |