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 | $67,295 | $138,044-51.3% | $125,339-46.3% | $134,475-50.0% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.8pp |
| Annual return | -13.21% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,481 | $5,243-71.8% | $4,814-69.2% | $4,740-68.8% |
| Participant deferral / active EE | $3,013 | $7,799-61.4% | $7,446-59.5% | $6,400-52.9% |
| Admin fee / account holder | $49,087 | $11,571+324.2% | $10,010+390.4% | $11,426+329.6% |