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 | $16,626 | $190,805-91.3% | $159,960-89.6% | $134,475-87.6% |
| Participation rate | 65.0% | 81.9%-16.9pp | 78.0%-13.0pp | 81.2%-16.2pp |
| Annual return | -13.19% | 552.23%-565.4pp | 408.60%-421.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,424 | $4,995-71.5% | $4,226-66.3% | $4,740-70.0% |
| Participant deferral / active EE | $2,969 | $6,923-57.1% | $6,182-52.0% | $6,400-53.6% |
| Admin fee / account holder | $9,648 | $10,471-7.9% | $8,698+10.9% | $11,426-15.6% |