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 | $24,004 | $90,600-73.5% | $79,464-69.8% | $135,375-82.3% |
| Participation rate | 61.9% | 76.0%-14.1pp | 73.3%-11.4pp | 82.6%-20.7pp |
| Annual return | -8.28% | 977.43%-985.7pp | 718.14%-726.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,745 | $3,068-10.5% | $2,800-2.0% | $4,779-42.5% |
| Participant deferral / active EE | $2,918 | $4,050-28.0% | $3,704-21.2% | $5,609-48.0% |
| Admin fee / account holder | $2,919 | $5,907-50.6% | $5,113-42.9% | $10,827-73.0% |