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 | $76,689 | $92,703-17.3% | $82,719-7.3% | $134,475-43.0% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.2pp | 81.2%-33.9pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,436 | $3,274-56.1% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $4,351 | $4,802-9.4% | $4,395-1.0% | $6,400-32.0% |
| Admin fee / account holder | $4,175 | $5,983-30.2% | $5,329-21.6% | $11,426-63.5% |