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 | $49,185 | $190,805-74.2% | $159,960-69.3% | $134,475-63.4% |
| Participation rate | 43.5% | 81.9%-38.5pp | 78.0%-34.5pp | 81.2%-37.7pp |
| Annual return | -15.88% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,970 | $4,995-60.6% | $4,226-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $4,598 | $6,923-33.6% | $6,182-25.6% | $6,400-28.2% |
| Admin fee / account holder | $11,524 | $10,471+10.1% | $8,698+32.5% | $11,426+0.9% |