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 | $61,822 | $138,044-55.2% | $125,339-50.7% | $134,475-54.0% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -18.26% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,676 | $5,243-68.0% | $4,814-65.2% | $4,740-64.6% |
| Participant deferral / active EE | $3,957 | $7,799-49.3% | $7,446-46.9% | $6,400-38.2% |
| Admin fee / account holder | $427 | $11,571-96.3% | $10,010-95.7% | $11,426-96.3% |