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 | $121,244 | $190,805-36.5% | $159,960-24.2% | $134,475-9.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.76% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,335 | $4,995-73.3% | $4,226-68.4% | $4,740-71.8% |
| Participant deferral / active EE | $4,688 | $6,923-32.3% | $6,182-24.2% | $6,400-26.7% |
| Admin fee / account holder | $2,194 | $10,471-79.1% | $8,698-74.8% | $11,426-80.8% |