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 | $30,235 | $180,449-83.2% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -8.14% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,719 | $6,035-71.5% | $5,298-67.6% | $4,779-64.0% |
| Participant deferral / active EE | $2,529 | $5,806-56.5% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $3,273 | $16,143-79.7% | $13,411-75.6% | $10,827-69.8% |