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 | $75,644 | $190,805-60.4% | $159,960-52.7% | $134,475-43.7% |
| Participation rate | 52.2% | 81.9%-29.8pp | 78.0%-25.8pp | 81.2%-29.0pp |
| Annual return | -14.54% | 552.23%-566.8pp | 408.60%-423.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,155 | $4,995-76.9% | $4,226-72.7% | $4,740-75.6% |
| Participant deferral / active EE | $2,310 | $6,923-66.6% | $6,182-62.6% | $6,400-63.9% |
| Admin fee / account holder | $7,110 | $10,471-32.1% | $8,698-18.3% | $11,426-37.8% |